Weekly Updates • June 30, 2025

With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international equities.

Weekly Updates • June 23, 2025

Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations.

Weekly Updates • June 16, 2025

Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging.

Weekly Updates • June 9, 2025

There have been plenty of catalysts supporting the broader market’s recovery from the correction lows set last month.

Weekly Updates • June 2, 2025

There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs on April 2.

Weekly Updates • May 27, 2025
First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year.

Weekly Update • May 19, 2025
Investor sentiment dramatically changed after Treasury Secretary Scott Bessent and other members of the Trump administration announced a temporary pause on tariffs with China. 

Weekly Update • May 12, 2025

A busy week of earnings, trade negotiations, and monetary policy meetings left the S&P 500 down around 0.5%. 

Weekly Update • May 5, 2025
The municipal bond market faced significant volatility in April, driven by spillovers from a turbulent Treasury market. Treasury yields were pressured higher by rising inflation expectations; the Federal Reserve’s cautious policy stance, reduced foreign demand; hedge fund deleveraging, portfolio shifts toward cash, and structural illiquidity.