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 | 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...
by Tanu Priya | Sep 30, 2024 | Quarterly Market Reviews
2024 Q3 In Review: A Bumpy Ride Up Back to Insights What we saw: To say this was one of the more eventful quarters U.S. markets have had recently would be an understatement. It started on July 13th with an attempted assassination of the former president of the United...
by Tanu Priya | Jun 30, 2024 | Quarterly Market Reviews
2024 Q2 In Review: Is the Optimism Easing? Back to Insights What we saw: The story of the second quarter largely followed the path we expected, continuing an increasingly familiar intra-quarter dynamic. For three quarters now, we have seen initial weakness in the...
