Trade war uncertainty sent global stock markets on a wild ride in Q2, approaching bear market territory before the S&P 500 staged the sharpest recovery on record.

Trade war uncertainty sent global stock markets on a wild ride in Q2, approaching bear market territory before the S&P 500 staged the sharpest recovery on record.
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.
CIO Mathew Hermary discusses the narrow rally in US equities this year and the opportunities for value-conscious investors in an uncertain macro environment.