Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Executive Summary Following a five-day selloff, Wall Street ended its longest equities losing streak since April. The Nasdaq 100 rebounded sharply on Friday, gaining 1.7%, while the S&P 500 rose
Equities The S&P 500 returned -0.6% for the week. After the blistering year-to-date rally, markets were marking time for this week’s Fed meeting. Economic data showed a mixed picture: while
Market Movements US Major stock indexes ended mixed in a week that saw the S&P 500 Index and Nasdaq Composite all continue to hit record highs, while the Russell 2000
Summary U.S. Stocks ended a shortened trading session higher, while Treasury Yields declined across the curve. The S&P 500 climbed more than 1% for a second consecutive week. Meanwhile, the
Equities The S&P 500 returned 1.7% for the week as the market shrugged off lackluster guidance from bellwether Nvidia and put their faith in the upcoming administration’s economic and deregulation
Market Observations Economic data continues to show signs of resilience, and inflation remains on a moderating path, providing room for further easing over time. U.S. data is holding up, confirming
What Caught Our Attention Last Week? Election sparks risk-on positioning. The Fed cut rates. China stimulus disappoints. The US stock market jumped for joy that the election results were definitive,
Equities The S&P 500 returned -1.4% amid mixed earnings announcements from technology bellwethers and a continued rise in interest rates. Communication services (+1.5%) and consumer discretionary (+0.5%) were the only
Market Observations A positive corporate profit backdrop and expectations of Fed rate cuts have sustained the risk on phase. Although policy rate cuts will likely not match the expectations previously
Overview Everyone’s talking about the Fed, the election, and geopolitics. However, we believe fundamentals matter. The US Federal Open Market Committee cut the policy interest rate in September amid slowing
