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April 7, 2025 | 5 min
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Q1 2025 Equity Market Observations

The first quarter of 2025 brought significant volatility to U.S. equity markets due to geopolitical tensions and resurgent protectionism that disrupted global trade dynamics....

October 24, 2024 | 5 min
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Q4 2024 Equity Market Observations

Building Balance: Is Broader Market Leadership Taking Shape? The third quarter of 2024 brought a notable shift in market dynamics as leadership broadened beyond...

July 19, 2024 | 6 min
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Q3 2024 Equity Market Observations

Executive Summary The second quarter of 2024 showcased a rebound in global equity markets, driven by optimism surrounding potential Federal Reserve rate cuts and...

June 14, 2024 | 6 min
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Active Management the Bogle Way: Enhanced Indexing’s Renaissance

Jack Bogle’s low-cost, broad diversification principles have profoundly shaped our investment landscape. While he championed passive indexing, he might appreciate how much Enhanced Indexing...

April 15, 2024 | 6 min
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Q2 2024 Equity Market Observations

As the market climbed in the early stages of 2024, we are witnessing moderate shifts in the dynamics of the equity market, one that...