Insights
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across major indices, emerging markets and small cap stocks outperformed the S&P 500, while developed international equities posted solid, albeit less...
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
Market Volatility
Recent events in the Middle East have understandably captured the world’s attention. Joint airstrikes against Iran targeting key military installations have escalated tensions in the region, and Iran has responded with missile attacks directed at Israel and several...