Newsletters

Q2 Quarterly Newsletter & Market Update

Market Summary

U.S. equity markets delivered a strong second quarter, supported by solid earnings growth, ongoing AI-driven investment, and a resilient economic backdrop. Despite geopolitical tensions and shifting interest rate expectations, markets remained firmly higher.

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Q1 Quarterly Newsletter & Market Update

Market Summary

U.S. equity markets began the year mixed. The S&P 500 declined for the quarter—its first pullback after three consecutive gains—while market breadth improved. Small-cap stocks finished higher, and the equal-weight S&P 500 was roughly flat, highlighting resilience beyond mega-cap names. 

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