by Tanu Priya | Nov 11, 2025 | Quarterly Market Reviews
2025 Q3 In Review: Market Leadership and Market Discipline Back to Insights What we saw: The S&P 500 Index was up 8.12% on a total return basis in the third quarter of 2025, marking a second consecutive strong quarter after a challenging start to the year. As...
by Tanu Priya | Jul 24, 2025 | Quarterly Market Reviews
2025 Q2 In Review: Market Resilience Amid Policy Uncertainty Back to Insights What we saw: The second quarter began with major market turbulence. On April 2nd, President Trump announced an executive order imposing widespread tariffs on most countries. The next day,...
by Tanu Priya | May 5, 2025 | Quarterly Market Reviews
2025 Q1 In Review: The Calm Before the Storm Back to Insights What we saw: In retrospect, the first quarter of 2025 could be characterized as a relatively calm quarter for U.S. markets. Initially, the S&P 500 Index began the quarter robustly, reaching a peak on...
by Tanu Priya | Feb 3, 2025 | CEF
Unveiling the Potential Benefits of Closed-End Fund Discounts Back to Insights One of the unique attributes of closed-end funds (“CEFs”) is the potential for their market price to differ significantly from the net asset value (“NAV”) of their underlying assets. As of...
by Tanu Priya | Jan 29, 2025 | Quarterly Market Reviews
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings Back to Insights What we saw: If you look at the returns produced by the S&P 500 index for the quarter ended 12/31/2024, you would likely assume it was an uneventful quarter. The S&P 500 index was...
