The latest thoughts on investment strategy and the markets, plus tools and templates from Raffa’s portfolio management team to empower nonprofits and associations to make better informed investment decisions.
Economic data remained generally resilient, while inflation moved modestly higher in March, with energy prices contributing to renewed price pressures amid disruptions to shipping through the Strait of Hormuz. Learn more about how stocks and bonds performed through April and what we are watching as we move forward.
March was a volatile month for markets, as the war in Iran intensified early in the month and had ripple effects across global markets. Learn more.
Market Commentary U.S. stocks edged down in February, though performance varied beneath the surface. Market breadth continued to improve, as weakness among large-cap stocks weighed
Market Commentary To begin the new year, uncertainty was elevated amid renewed tariff threats and geopolitical tensions in South America, the Middle East, and Greenland.
Market Commentary U.S. stocks were largely flat in December as investor sentiment remained cautious. Economic data reinforced expectations for a more accommodative policy environment from
Market Commentary U.S. stocks had a volatile November as markets adjusted to the end of the longest government shutdown in U.S. history. Stocks initially declined,
Market Commentary U.S. stocks extended their gains in October, supported by easing trade tensions between the U.S. and China. A reduction in tariffs between the
US stocks continued their rally in August, posting gains for the fourth consecutive month with small cap companies leading the way. Earnings reports continued to
US stocks rallied for a third consecutive month as continual progress on global trade agreements and resilient economic data fueled investor confidence during the month.
The US stock market rebounded exceptionally over the second quarter, erasing the losses from the “Liberation Day” tariff announcement that sent stocks tumbling in early
