Global markets staged a strong recovery in the second quarter, reversing much of the volatility from earlier in the year. A sharp decline in energy prices helped ease inflation concerns, and investors refocused on what has led to several years of solid returns: strong...
Global equity markets continued to deliver strong results in 2025, with international markets leading for the first sustained period in many years. Encouragingly, recent market strength has been supported by improving fundamentals rather than speculation alone. While...
Recent global developments have introduced a period of heightened sensitivity across financial markets, particularly within energy prices and interest rate expectations. In environments like this, where headlines evolve quickly and market reactions can feel abrupt, it...
Global equity markets continued to deliver strong results in 2025, with international markets leading for the first sustained period in many years. Encouragingly, recent market strength has been supported by improving fundamentals rather than speculation alone. While...
I’ve been asked more than once lately, “Are we in a bubble?” The short answer is: probably not. To put today’s environment in perspective, it’s helpful to look back at a few true bubbles I’ve witnessed over the course of my 50+ year career. Each shared a common theme...
The third quarter of 2025 continued the strong rebound that began in April, with global equities advancing further and international markets outperforming the U.S. for the first time in years. Investors gained confidence that a gradual pullback from globalization and...
