by Holley Frost | Oct 31, 2025 | Newsletters, Our Insights
The third quarter of 2025 delivered strong results across most asset classes. Global markets responded favorably to the long-anticipated September interest-rate cut by the U.S. Federal Reserve, and continued resilience in corporate earnings. While valuations remained...
by Holley Frost | Jul 31, 2025 | Newsletters, Our Insights
The second quarter of 2025 started with turmoil. Equity markets plunged in early April after the U.S. imposed sweeping new tariffs (up to 60%) on imports from China, Mexico, and even close allies like Canada. Dubbed “Liberation Day.” This policy shift created...
by Holley Frost | Apr 1, 2025 | Newsletters, Our Insights
The Roundup Quarter in Review – Q1 2025 Q1 2025 Market Recap — U.S. Volatility Reverberates North The first quarter of 2025 didn’t unfold as many investors had expected. Markets entered the year on a wave of optimism — record highs in U.S. equities, expectations for a...
by Holley Frost | Jan 1, 2025 | Newsletters, Our Insights
The Roundup Quarter in Review – Q4 2024 As we reflect on 2024, several major themes have shaped the investment landscape. The year was marked by a buoyant mood in global markets, and particularly in the U.S., driven by strong corporate earnings and resilient consumer...
by editor | Oct 30, 2024 | Newsletters, Our Insights
The Roundup Quarter in Review – Q3 2024 The third quarter of 2024 saw a continuation of strong equity returns, but with a noticeable difference: the Magnificent 7 (MSFT, AMZN, META, APPL, GOOG, NVDA, TSLA) began to show signs of weakness, relative to the broader...
by editor | Aug 26, 2024 | Newsletters, Our Insights
The Roundup Quarter in Review – Q2 2024 The one common theme that continues to ring through the markets over the last several quarters, and this one was no exception, eternal hope for interest rate cuts by central banks supported by lower inflation. In June, the...
