News
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Q4 2025 Summary: A Year Navigating Volatility
The first half of 2025 reminded us why building a resilient, diversified portfolio matters. Escalating tariffs delivered a shock to the global economic order, rattling markets, and testing investor nerves. Our alternatives,…
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Q3 2025 Summary: Navigating the Recovery
If last quarter felt like a rollercoaster ride, this quarter was the moment we caught our breath and found our footing again. After the dramatic “Liberation Day” sell-off in April that saw…
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Q2 2025: A Rollercoaster Ride
Remember that feeling when you’re approaching the top of a rollercoaster, knowing the drop is coming but not quite sure when? That was Q2 2025 in a nutshell. And while the ride…
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Q1 2025: Policy Uncertainty and Market Volatility
The first quarter of 2025 presented investors with a challenging and volatile market landscape, marked by policy uncertainty following the new administration’s implementation of tariffs and shifts in immigration policy. After two…
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Q4 2024: Resilience Amid Mixed Signals
The fourth quarter of 2024 presented a mixed economic landscape, with several weaknesses offset by signs of resilience. The stock market showed volatility, rallying off the election of Donald Trump with returns…
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Q3 2024: Consumer Strength Supports Growth
U.S. consumers continue to spend freely, despite having used most of the excess savings built up during the Covid years. As 70% of the economy, consumer spending was a large factor in…
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