TIMELY PM UPDATES

2Q25 Commentary: Unsteady Ground, Unshaken Optimism
2Q25 Commentary: Unsteady Ground, Unshaken Optimism

Markets shook off early volatility in Q2 2025, but underlying risks remain. We discuss shifting global leadership, labor market cracks, and growing investor complacency—plus how our strategies adapted amid evolving market dynamics.

The “Mag 8” Are Now Competitors: What This Means for Investors
The “Mag 8” Are Now Competitors: What This Means for Investors

The “Magnificent 8” built their leadership through dominance in their respective sectors. Now, all eight companies are competing in the same vertical—AI. Watch this video for more context on what this means for investors:

1Q25 Commentary: The Tariff Man Cometh
1Q25 Commentary: The Tariff Man Cometh

2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very...

Market Madness: The “Elite 8” Are Becoming a Liability
Market Madness: The “Elite 8” Are Becoming a Liability

The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now. At this point, most investors should be keenly aware of the outsized importance of a select group of...

4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade
4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade

2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very...

View more