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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February Market Commentary – Powell’s Not Done
January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it true? According to an analysis by Fidelity, January returns are positive about 75% of the time the full year turns out positive. The rally was certainly a relief after...
January 2023 – Market Commentary
The Fed Goes Meta December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. For context, Dow Jones Market Data indicates...
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