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.
Market Commentary
Read the latest market insights by the HUB Investment Research Team.
Market Commentary: Mid‑Year Market Check‑In
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.
Market Commentary: Mid‑Year Market Check‑In
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.
June Market Commentary: Markets Search for Solid Ground
Is “Everything gonna be alright”?Everything’s...
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May Market Commentary: A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest rate cuts. Conflicts intensified in Ukraine and the Middle East, and in the U.S.,...
April Market Commentary: Navigating Rate Cut Anticipation and Economic Signals
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at the press conference after the March FOMC meeting, he affirmed that...
March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not seem to care about any of it. February saw the S&P 500’s...
February Market Commentary Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly positive. But the path to getting there included dashed...
January Market Commentary Is Rate Relief In Sight?
The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new year. Two months of slowing labor market data, coupled with a change to the wording in...
December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting of the year. A few weeks ago, with the narrative of rates being...
Investment Research Team
Brian Collins
Chief Investment Officer
Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners
Jay Sanford
Director – Investment Strategy
Cameron Cooke
EVP Investment Consulting
Christopher Wright-Madison
Sr. Analyst, Research Investment
Justin Fisk
Senior Vice President, Investment Services
Tom Phan
Vice President of Investment Strategy
Patrick Maynor
Equity Portfolio Manager
Eric Light
Director of Operations and Trading