top of page
Quarterly Market Review
Q4 2025
January 13th, 2025
Summarizes a strong finish to the year amid ongoing geopolitical headlines, shifting interest rate dynamics, and resilient global market...
Q3 2025
October 16th, 2025
Covers a quarter of continued market gains amid shifting monetary policy, geopolitical negotiations, and rapid technological change...
Q2 2025
July 14th, 2025
Reflects a quarter shaped by geopolitical tensions, shifting trade policy, and uneven economic signals. U.S. equities posted positive returns but...
Q1 2025
April 14th, 2025
Describes a challenging start to the year for U.S. equities amid rising trade tensions, policy uncertainty, and shifting expectations around...
Q4 2024
January 15th, 2025
Reflects a quarter of strong U.S. equity performance alongside growing dispersion across global markets and asset classes. U.S. stocks posted...
Q3 2024
October 17th, 2024
Highlights a quarter marked by strong market performance alongside heightened volatility and significant global events. U.S. equities delivered...
Q2 2024
July 12th, 2024
Highlights a mixed economic environment where U.S. unemployment ticked up slightly to 4.1%, yet GDP growth remains strong...
Q1 2024
April 12th, 2024
Provides an overview of market performance in the first quarter of 2024. U.S. stocks led with a 10.02% return, outpacing...
Q4 2023
January 17th, 2024
Illustrates a strong performance across most markets, with U.S. stocks leading the way. U.S. equities posted a return of 12.07% outperforming...
Q3 2023
October 31st, 2023
Shows a generally negative performance across global markets. U.S. stocks declined by 3.25%, while international developed and emerging markets...
Q2 2023
July 18th, 2023
Presents a generally positive performance across markets, with U.S. stocks leading with an 8.39% return, outperforming both international developed...
Q1 2023
April 21st, 2023
Reflects positive returns across most markets, with U.S. stocks rising by 7.18%, although they underperformed international developed...
Q4 2022
January 13th, 2023
Reports positive returns across most markets, with U.S. stocks gaining 7.18% and outperforming both international developed and emerging...
Q3 2022
October 18th, 2022
Reflects a challenging period for global markets, with U.S. stocks declining by 4.46%, international developed markets falling by...
Q2 2022
July 22nd, 2022
Shows significant declines across most global markets. U.S. stocks were down 16.70%, while international developed and emerging markets also...
Q1 2022
April 20th, 2022
Global markets faced challenges, with U.S. stocks down 5.28% and international developed and emerging markets performing even worse. Growth...
Q4 2021
January 28th, 2022
Shows strong equity performance for the year, with the S&P 500 delivering a remarkable 26.1% return over the past three...
Q3 2021
October 14th, 2021
Reveals a mixed performance across global markets. U.S. stocks were flat for the quarter, outperforming both international developed and...
bottom of page