January 2026 Market Commentary & Outlook
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.
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.
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.
Forecasts, Market Expectations & staying prepared As we approach a new year, the financial world is buzzing with forecasts about where the economy and markets
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,
is your investment policy ready for 2026? As you prepare for year-end and begin shaping your organization’s investment strategy for 2026, navigating shifting economic conditions,
How Federal Reserve Decisions Affect Nonprofit Investment Portfolios What Is the Federal Reserve and How Does It Affect the Economy? The Federal Reserve, established in
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.
