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Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | 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.

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Weekly Market Commentary

Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024

Fed meetings have been important drivers of market performance, especially in the Treasury market.

India At The Crossroads | Weekly Market Commentary | June 10, 2024

Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.

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Research

Global Portfolio Strategy | November 10, 2020

Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.

Client Letter | Election Clarity for the Markets | November 9, 2020

What we can expect in the markets and economy under a Biden administration and split Congress.

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Market Watch

Recent Posts

Keys to Stock Market Gains in 2025 | Weekly Market Commentary | December 30, 2024

As 2024 draws to a close, investors have fully embraced the stock market. The S&P 500 is up more than 25% year to date. The broader Russell 3000 Index is up 24%. The Nasdaq Composite is up over 31%. Even the laggards are up double-digits with 12% and 14% advances for the small cap Russell 2000 and the Dow Jones Industrial Average. Volatility was low, with a maximum peak-to-trough decline for the S&P 500 of 8.5% (the long-term average max drawdown is over 13%). As we turn our attention to 2025, the supports of the past year largely remain in place, but some additional pillars have been added as we discuss below.