Global stocks rallied 5.16% in May. following their 10.17% surge in April, to close at an all-time high, and bring their 2026 return to 12.15% YTD.
Investing Articles
Global Market Commentary – April 2026
Global stocks soared 10.17% in April, following their 7.18% tumble in March, to close at an all-time high and bring their 2026 YTD return into the black at 6.65%.
Q2 2026 CIO Letter – Steady Through the Storm
The first quarter of 2026 was not an easy one to live through. War broke out in the Middle East. Iran closed the Strait of Hormuz. Oil prices surged…
Global Market Commentary February 2026
Global stocks marched 1.29% higher in February to bring YTD returns to 4.29%, following 2025’s 22.34% gain. The MSCI All Country World Index’s (ACWI) made four new all-time highs this month.
Global Market Commentary January 2026
Global stocks came out of the gates strong, climbing 2.96% in January following three straight years of gains: 22.34% in 2025, 17.49% in 2024, and 22.20% in 2023.
Global Market Commentary December 2025
Markets closed 2025 on a high note. Learn what drove global stocks, bonds, metals, and crypto as the year came to an end.
Global Market Commentary November 2025
Global markets were flat in November, but major shifts played out beneath the surface. Explore trends in tech, metals, crypto, yields, and international markets.
Global Market Commentary October 2025
Global Market Commentary at a GlanceGlobal stocks rose 2.24% MTDVolatility (VIX) climbed to 17.44Fed rates are now at 3.75–4.00% range10-year Treasury yield eased to 4.08%Japan’s Nikkei 225 reached 52,411Gold cooled to $4,002.92/ozBitcoin and Ethereum falling 4.55%...
Q4 2025 CIO Letter – Antifragile: When Volatility Strengthens Rather Than Weakens
This year in the stock market feels like a case study in Nassim Taleb’s concept of antifragility—the idea that some systems can not only withstand shocks but can actually benefit from them.
Big Changes Ahead: How the One Big Beautiful Bill Act Could Affect Your Taxes
Whatever name you give it, the One Big Beautiful Bill Act (OBBBA) will bring sweeping changes for nearly every American taxpayer.
Global Market Commentary – July 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Global Market Commentary – June 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil