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Recent Updates and Insights

July 7, 2025 in Investment Commentary

Investment Update

The Markets It was an improbable quarter for stocks, as markets rallied from near bear market levels to end the period at new highs. This sharp turnaround erased first-quarter losses…
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July 7, 2025 in Investment Commentary

Fixed Income Investment Update

In a quarter that saw both a violent selloff and a similarly intense rally in risk assets, high-quality fixed income bent, but did not break, closing Q2 with gains in…
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April 8, 2025 in Investment Commentary

Investment Update

The Markets Concerns about a deteriorating macroeconomic backdrop led to a sharp pullback in stocks from early-year highs, while bonds posted modest gains. Investors entered the year with a generally…
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