by Luke Demjen, CFA | Jun 6, 2025 | Market Updates
Global equity markets extended their recovery in May, continuing the momentum from late April. This resurgence was largely driven by a notable improvement in investor sentiment from a more constructive tone in negotiations between the U.S. and China, as well as the...
by Luke Demjen, CFA | May 7, 2025 | Market Updates
The financial markets experienced significant turbulence in April, largely driven by changes in US trade policy. Early in the month, President Trump announced a series of tariffs that were broader and more severe than anticipated. This announcement led to a sharp...
by Luke Demjen, CFA | Apr 7, 2025 | Market Updates
Coming into the start of the year, many investors were optimistic that the 2024 trend of US exceptionalism, where US stocks outperformed their global counterparts, would continue. The newly elected Republican administration and their “America First”...
by Luke Demjen, CFA | Mar 6, 2025 | Market Updates
Following a strong beginning to 2025, February saw a decline in the narrative of US exceptionalism. Increasing doubts about the impact of the US administration’s policy agenda negatively influenced both corporate and consumer sentiment, leading to renewed...
by Luke Demjen, CFA | Feb 8, 2025 | Market Updates
The start of the year has shown promise, with both equities and bonds ending the month with positive returns. The major equity indices saw Europe leading the way, gaining 7.1%, outpacing Canada at 3.5%, and the US, ending up 2.8%. Value stocks in the US also...
by Luke Demjen, CFA | Jan 10, 2025 | Market Updates
2024 was an impressive year for risk assets, with North American Equities leading the charge. Continued US strength and election results helped the S&P 500 deliver total returns of 25.62% and 30.79% for the Nasdaq Composite. Canadian Markets were sluggish in the...
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