March was a difficult month for markets, as conflict with Iran cast a shadow over the first quarter. Following U.S. and Israeli strikes against Iran launched Feb 28, oil prices surged and bond yields moved higher, creating a challenging backdrop for both stocks and bonds. [1] Only on the final trading day of March, when […]
April marked a month of striking contrasts. The S&P 500 had just closed out its worst quarter since 2022, battered by the outbreak of war in the Middle East and a historic shock to global energy markets.[3] Fast forward just a few weeks, and the same index ended April at a brand new all-time high, […]
While following the ongoing headlines about the Middle East, we contemplate how the conflict will play out in the weeks ahead and its long-term impact. Will there be a regime change in Iran? Will President Trump take further military action if the Strait of Hormuz remains closed to shipping? How will this conflict impact future […]
I hope this finds everyone refreshed and feeling hopeful for the prospect of the new year ahead. While it will no doubt have its highs and lows, we remain poised and ready to work alongside you as we embark on the journey into 2026 together. With the lively and busy year-end now behind us, I […]
January delivered another chapter in a bullish period for U.S. equity markets. The S&P 500 crossed the 7,000 threshold for the first time, extending a run after three consecutive years of double-digit returns. [1] For the month, the S&P 500 gained 1.4% and the tech-heavy Nasdaq edged up 0.9%. [2] Source: https://www.ft.com/content/321eb05e-47a5-454c-8c46-fa22b4296957 The benchmark S&P 500 […]
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