Market Insight

Another month is in the books along with another move to all-time highs for many equity indices. The strength of this bull market really has been impressive, and the fact no one was calling for it makes it even more enjoyable. Like the Blue Jays, the year began with very low expectations, but all of […]

It can become somewhat unsettling when it seems everything is working. We normally live in a world of mean reversion and while winning streaks can be fun, they often are followed by a rough patch. That has to be what many investors are feeling these days. Since the ‘Liberation Day’ selloff in April, the worst […]

August lived up to its reputation for volatility, however this year the move was to the upside. There has been much for investors to be concerned with this year and that has kept many on the sidelines. That may still prove to be the correct positioning, but the ‘pain trade’ remains higher and there is […]

Like a giant black hole from a summer blockbuster movie that pulls in everything around it, equity markets continue to drag cash off the sidelines. Global risk assets moved higher for the month of July as reasons to be bearish were overlooked and laughed off. But like all good things, they do come to an […]

There are decades when nothing happens, and then there are months when decades happen. That is what June felt like. Every day it seemed like a new, more extreme headline was coming across the screen. Yet remarkably, equity markets continued their rebound from the April lows, to close the first half of the year at […]

So Now What? Markets continued their surge off the April lows with one of the highest monthly returns in years, and the strongest May this century. The panic that hit investors a few weeks ago around tariffs and trade wars seems a long time ago and has been replaced with a mini FOMO market, as […]