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 Articles
Global Market Commentary – May 2025
Global stocks popped 5.75% in May, marking the MSCI All Country World Index’s (ACWI) best monthly performance since November 2023 when it surged 9.23%. The bulk of the global equity index gains came…
Global Market Commentary – April 2025
Although Global stocks gained 0.93% in April, it was a wild month! In the wake of “Liberation Day”, which President Donald Trump announced his administration’s plans for “reciprocal tariffs”, the MSCI All Country World Index (ACWI) dropped 9.96% at its monthly low...
Global Market Commentary March 2025
Global equities dropped 3.95% in March to bring Q1 and YTD returns into the red at -1.32%. MSCI All Country World Index’s (ACWI) is 6.59% off its all-time high made on February 12th. US markets contributed 97% of the global markets’ poor performance this month, as the...
Global Market Commentary – February 2025
Global equities slipped 0.60% in February, chipping away at their strong January 3.36% start to bring YTD returns to 2.73%.
Global Market Commentary January 2025
Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024. This represented a nice rebound from last month that saw the MSCI All Country World Index’s (ACWI)...
Global Market Commentary – December 2024
Global stocks ended 2024 on a down note falling 2.37% in December and slipping 0.99% in the fourth quarter, but still posted an impressive 17.49% gain for the year. The MSCI All Country World Index’s (ACWI) finished off just 3.64% from its all-time high it made on...
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.
Global Market Commentary – October 2024
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.
Global Market Commentary – September 2024
Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return.
CIO Quarterly Update – Q4 2024 Public Service Announcement on Elections and Investing
With less than a month left until election day in a race that is expected to be tightly contested, it is normal to have concerns about how the results will impact you.
Global Market Commentary August 2024
Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.