Commentary
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Strategy Review – April 2026
March was shaped by a sharp escalation in US-Iran tensions, a surge in energy prices, and renewed concern that inflation could stay stickier than expected. The Federal Reserve again held rates steady, while higher oil prices and rising yields pressured traditional risk assets.
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Monthly Market Commentary – March 2026
US equities moved lower in March as the conflict involving Iran, the US, and Israel pushed energy prices sharply higher and added another layer of uncertainty to an already fragile market backdrop. After
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Strategy Review – March 2026
March was shaped by a sharp escalation in US-Iran tensions, a surge in energy prices, and renewed concern that inflation could stay stickier than expected. The Federal Reserve again held rates steady, while higher oil prices and rising yields pressured traditional risk assets.
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Monthly Market Commentary – February 2026
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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Strategy Review – February 2026
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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Strategy Review – January 2026
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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Monthly Market Commentary – January 2026
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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2025 Investment Strategies Review
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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2025 Year-End Market Review
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
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Strategy Review – November 2025
Risk assets delivered mixed but generally positive results in November as investors weighed softer labor data, the ongoing government shutdown, and the prospect of another Federal Reserve rate cut in December.
