There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are back on track and there is nothing to worry about. Remember that to...
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“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...
![[Video] Q1 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...
Investment markets in the last three weeks have experienced heightened levels of volatility and reversals caused by multiple factors including the Trump administrations’ aggressive actions on tariffs and trade matters; the shift in foreign policy, particularly related...
Economic Insights, Trends and Challenges Stay up to date on market performance, ongoing economic trends and what challenges may lie ahead. In this quarter's Economic Insights, HUB's Investment Research Team covers: The standout drivers of 2024’s equity performance and...
Economic Insights, Trends and Challenges Stay up to date on market performance, ongoing economic trends and what challenges may lie ahead. In this quarter's Economic Insights, HUB's Investment Research Team covers: Solid Gains in Equities and Bonds: Learn how strong...
