Our Perspective on the Mideast Crisis
By J. William Chettle, Head of Investments
Almost one month ago, on February 28, America and...
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Private Credit Portfolio Considerations
Symmetry Research Note
By John B. McDermott, Ph.D. and Shrey Bahal, CAIA
In the years following...
February 2026 Markets & Factors Report
Markets were mixed in February as U.S. Equities softened with Internation and Emerging Markets led...
January 2026 Markets & Factors Report
U.S. Equities started the year strongly, with major indexes reaching new highs and gains spreading...
Q4 2025 Markets & Factors Report
U.S. markets demonstrated notable resilience in Q4 2025, navigating challenges including a...
November 2025 Markets and Factors Report
November was volatile for U.S. Equities before leveling off, as inflation concerns, tariff...
October 2025 Markets and Factors Report
U.S. Equities reached new highs in October, supported by the Federal Reserve’s rate cut and...
Q3 2025 Commentary
Overview:
Markets appreciated in Q3 2025, led by trade tensions subsiding, artificial intelligence...
Q2 2025 Market Commentary
Overview
Markets remained resilient in Q2 2025, despite experiencing a sharp dip at the beginning...
May 2025 Markets & Factor Report
MarketCommentary
The U.S. stock market had a strong month, largely due to the de-escalation of...