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Uncategorized July 15, 2025 | 6 min

Q2 2025 Equity Market Observations

What Happened in Q2? U.S. large-cap stocks outperformed small-caps, with the S&P 500 Index gaining 10.9% compared to the Russell 2000 Index, which rose...

April 7, 2025 | 5 min

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

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

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

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...

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