Market Matters: July 31, 2025
Global equities advanced as lingering uncertainty over US trade policy eased.
Credit/Fixed Income
Review of Market Performance: Fiscal Year 2025
US tariffs added to market volatility in the fiscal year ended June 30, 2025. Nevertheless, most risk assets ended the year higher, supported by strong earnings ahead of tariff uncertainty and the prospect of continued central bank policy easing to support growth.
VantagePoint: What to Do About the US Dollar?
In this edition of VantagePoint, we examine the historical context of the dollar, outline why we believe the recent decline is likely part of a multi-year bear market, and discuss strategies investors can use to reduce their dollar exposure.
Navigating the AI Revolution: AI’s Far Reach in Shaping Asset Allocation Opportunities
In this piece, we explore AI’s transformative potential for asset allocation opportunities and risks, as well as key implementation considerations and challenges.
Market Matters: June 30, 2025
Global equities surged, closing the quarter at all-time highs.
Market Matters: May 31, 2025
Global equities rallied as trade negotiations between the United States and China progressed.
Do Fiscal Concerns Undermine the Role of US Treasury Securities as Core Portfolio Diversifiers?
No. US Treasury securities are likely to remain among the most effective diversifiers during periods of equity market stress.
US Manager Universe Statistics: First Quarter 2025
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Market Matters: April 30, 2025
Global financial market volatility surged in April as investors priced in the potential impacts of so-called reciprocal tariffs revealed by the United States, which significantly raised import levies on virtually all trading partners.
Asia Insights: Managing Risk Through Diversification
Asian and global market volatility surged in early 2025 as US tariffs triggered global growth fears. Given the export-oriented nature of most Asian economies and their sensitivity to global growth and demand, the region may bear the brunt of US tariffs. As such, Asia market volatility is likely to persist in the near term, particularly since US trade policy can shift abruptly.