Articles & Quarterly Updates

2025 Fourth Quarter Market Outlook

If one follows seasonal trends, a well-known investment strategy, once we get through the first few weeks of October of each year stock markets historically provide positive returns in the final quarter of the year. Based on this, an investor would expect global stock...

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Third Quarter Market Outlook

The well known saying, “markets climb a wall of worry” applies to global stock markets in 2025. The year started off with a decent rally but faded as we went into March and early April, with President Trump announcing his “Liberation Day”. The proposed tariffs by...

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2025 Second Quarter Market Outlook

Global stock markets started 2025 with a decent rally through January, peaking around the middle of February. From the February peak until March 13, the S&P 500 in the United States (US) declined just over 10%, one of the quickest declines on record (excluding COVID...

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Previous year Market Outlooks available upon request.