APRIL 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS The markets continued to shrug off the fluctuations of the Iran crisis and rallied around strong corporate earnings and traction in the Artificial Intelligence (AI) sector. Led by the Information Technology (IT) sector, […]
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APRIL 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS The Iran crisis and high oil prices did not rattle investor confidence in the Artificial Intelligence (AI) trade in April. Led by the
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MARCH 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS March was a volatile month for equity markets as the escalating Iran crisis and surging oil prices rattled investor confidence. The S&P 500 Index fell –5.0%, posting its worst month since September 2022,
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EQUITY & FIXED INCOME MARKETSIn February, equity markets delivered mixed results. The S&P 500 Index declined -0.8%, while the Dow Jones Industrial Average gained 0.3% and the Nasdaq Composite fell
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EQUITY & FIXED INCOME MARKETSEquity markets favored small and mid-caps in January. The S&P 500 Index returned 1.5% while the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index
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EQUITY & FIXED INCOME MARKETS Equity markets favored small and mid-caps in November with the S&P 500 Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
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EQUITY & FIXED INCOME MARKETS Equity markets favored large caps in October, with the S&P 500 Large-Cap Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
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SEPTEMBER 2025 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS COMMENTARY Equity markets were up in September, led by the resumption of the mega-cap technology trade tied to Artificial Intelligence (AI).
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AUGUST 2025 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS COMMENTARY Stocks posted strong gains during August on the tailwinds of a market rotation away from mega-cap technology stocks and into
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Stocks struggled in September. The S&P 500 closed down -4.8%, while the Blended Equity benchmark lost -5.2% in September, as the Mid-Cap S&P 400 and the Small-Cap S&P 600 Indices were down -4.2% and -4.9%, respectively.
September 2023 Market Commentary Read More
