Quarterly Commentaries
Market Performance Overview Equity markets experienced a volatile start to 2026, with periods of sharp drawdowns driven by geopolitical tensions ...
Market Performance Overview Global equity markets delivered another outstanding year in 2025, with strong returns across nearly all regions. International ...
Market Performance Overview The stock market continued its rally in the third quarter, with global stocks returning 8%. Since the ...
Market Performance Overview After a rocky start to the quarter that saw stocks drop 10%+, equity markets rallied, with global ...
Market Performance Overview Global stocks fell around 1% during the first quarter, with weakness in U.S. stocks offset by positive ...
Market Performance Overview Global stocks fell around 1% during the fourth quarter, with positive returns from US stocks offsetting weakness ...
Market Performance Overview US stocks were positive in Q3, returning 5.89% in the quarter and 08% YTD. Foreign has a ...
Market Performance Overview Domestic equities were positive in Q2, returning 4.28% in the quarter and 29% YTD. Foreign equities were ...
Market Performance Overview Domestic equities were positive in Q1 returning +10.56%. Foreign equities were positive in Q1 returning +5.78% in ...
Market Performance 2023 Overview and Investment Strategies Domestic equities were positive in 2023, with large cap stocks finishing +26.29%, mid ...
Market Performance Overview Domestic equities were negative in Q3 with large cap stocks finishing -3.27% (+13.07% YTD). Foreign equities were ...
Q2 2026 Quarterly Commentary
Download PDF version The quarter in four numbers +15.2% S&P 500 Q2 total return +0.72% Bloomberg Barclays Agg Bond Index, ...