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Investment Commentary

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October 20, 2025
by RSadminuser

Investment Commentary – October 20, 2025

Equities The S&P 500 returned 1.1% for the week amid continued optimism around AI, a strong start to the earnings season, from large banks, and increasing hopes for further rate
October 13, 2025
by RSadminuser

Investment Commentary – October 13, 2025

Executive Summary Last week, stocks declined while bonds appreciated (price up / yield down).  The MSCI Emerging Markets and MSCI EAFE indices outperformed the S&P 500.  Across U.S. Russell style
October 6, 2025
by RSadminuser

Investment Commentary – October 6, 2025

Executive Summary Equity Markets Risk On Last week, global equity funds experienced the best week of inflows in nearly a year, led by U.S. technology and financial stocks. The third
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