From Repricing to Reassessment April’s sharp market drawdown prompted a reset in expectations. Rather than causing a retreat, it encouraged a more deliberate reassessment of fundamentals.

Overview As we enter April, recent developments have meaningfully reshaped market sentiment. The bold tariff decision announced on April 2nd, combined with weakening consumer data

Overview Heightened volatility in August couldn’t derail stocks, and the S&P 500 closed the quarter at an all-time high. In the bond market, the three-month Treasury

Overview Heightened volatility in August couldn’t derail stocks, and the S&P 500 closed the quarter at an all-time high. In the bond market, the three-month Treasury

Overview The recent economic environment has been positive while markets have remained resilient. On the back of AI, favorable earnings, and expectations of multiple rate cuts