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Recent Updates and Insights

April 8, 2025 in Investment Commentary

Investment Update

The Markets Concerns about a deteriorating macroeconomic backdrop led to a sharp pullback in stocks from early-year highs, while bonds posted modest gains. Investors entered the year with a generally…
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April 7, 2025 in Investment Commentary

Fixed Income Investment Update

Amidst a barrage of macro headlines and new policy measures, investors wrestled with the so-called “Trump Trade” and pockets of its unwinding in Q1. Fortunately, for bond investors, high-quality fixed…
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January 8, 2025 in Investment Commentary

Investment Update

The Markets It was a stellar year for stocks, building on 2023’s strong results. While finishing the year below recent highs, stocks flourished amidst a highly supportive backdrop of earnings…
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