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Investment Commentary

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September 29, 2025
by RSadminuser

Investment Commentary – September 29, 2025

Executive Summary  The Fed cut interest rates as expected by 0.25% to 4.25%. The market response was bullish for riskier assets but did not do much for bonds. The bond
September 22, 2025
by RSadminuser

Investment Commentary – September 22, 2025

Executive Summary  The Fed cut interest rates as expected by 0.25% to 4.25%. The market response was bullish for riskier assets but did not do much for bonds. The bond
September 8, 2025
by RSadminuser

Investment Commentary – September 8, 2025

Executive Summary Financial markets have weathered months of policy-driven volatility, and after a nearly 20% decline, the S&P 500 has regained all its losses and set numerous all-time highs. What
September 2, 2025
by RSadminuser

Investment Commentary – September 2, 2025

Executive Summary The S&P 500 closed out August near an all-time high, defying consensus commentary that was pessimistic. Coming into the month, many investors were bracing for seasonal weakness, the
August 25, 2025
by RSadminuser

Investment Commentary – August 25, 2025

Executive Summary Rising corporate earnings and expectations of lower policy rates are positive for risk-asset markets. Many asset-market valuations are not appealing, but risk-on is likely to persist until earnings are
August 18, 2025
by RSadminuser

Investment Commentary – August 18, 2025

Executive Summary The 2025 Jackson Hole Economic Policy Symposium will focus on “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy.” The symposium is scheduled for August 21-23. It’s an annual event
August 11, 2025
by RSadminuser

Investment Commentary – August 11, 2025

Equities The S&P 500 returned +2.4% as markets focused on strong corporate earnings results and looked past the disappointing economic data from the previous week. Markets looked past several data
August 4, 2025
by RSadminuser

Investment Commentary – August 4, 2025

Executive Summary Last week, U.S. stocks were down and bonds up (price up / yield down). The S&P 500 outperformed the MSCI Emerging Markets and MSCI EAFE indices. As for
July 28, 2025
by RSadminuser

Investment Commentary – July 28 2025

Executive Summary We believe the tariff situation represents more of a consumption tax that will be more similar to a one-time price adjustment than stoking runaway inflation expectations.  We also
July 21, 2025
by RSadminuser

Investment Commentary – July 21, 2025

Executive Summary  Various key trends the Investment Office is monitoring  U.S. financials sector earnings season kicked off last week strong.   The MSCI EAFE Large Cap value index has nearly