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Category: Market Updates


May’s Market in Minutes

Markets in Brief: In April, equity markets took a well-deserved breather and ended the month lower amid heightened geopolitical tensions and inflation concerns. On the former, the direct exchange of military operations between Iran and Israel sparked a risk-off tone as the conflict spread beyond the borders of Israel and Palestine. This sparked fear of […]


April’s Market in Minutes

Markets in Brief: In March, equity markets continued the grind higher as the rally broadened out beyond the “Magnificent Seven.” This is typically a welcomed sign for market strength as it dulls the concentration risk from the massive rally in AI-oriented names like Nvidia and the other mega cap tech companies. For the quarter, the […]


Market Update (Q1 2024)

Join our interactive panel to hear from our experts on the markets and portfolio insights, the M&A space, and how we are helping our clients grow and sell their businesses in today’s environment.


March’s Market in Minutes

Markets in Brief: Global equity markets continued the grind higher in February despite the uptick in interest rates during the month. The U.S. remains remains a bright spot in economic activity, which is being reflected in stronger-than-expected GDP growth, corporate earnings, and inflation data. This dynamic has pushed back expectations of the first Fed rate […]


February’s Market in Minutes

Markets in Brief: 2024 is starting the same way 2023 ended: with positive equity market performance. Questions remain around the durability of this rally, but positive economic momentum is keeping markets afloat for now. Meanwhile, bond markets are in a tug of war between expectations that the Fed will cut rates this year and the […]


Market Update (Q4 2023)

Join our interactive panel to hear from our experts on the markets and portfolio insights, the M&A space, and how we are helping our clients grow and sell their businesses in today’s environment.


January’s Market in Minutes

Markets in Brief: The Santa Claus rally that started in October pushed up markets to end the year back at all-time highs. Better economic and corporate earnings outcomes during the year alongside slowing inflation and a pausing Fed hiking cycle all contributed to the amazing recovery in 2023 for equity markets relative to the dismal […]


December’s Market in Minutes

Markets in Brief: November came as a welcomed reprieve for equity markets as most indices saw major positive performance. The momentum came from peak Fed policy and soft-landing narratives, on the back of strong seasonality or the “Santa Claus Effect.” Bond markets also rallied with confirmation that inflation continues to trend lower, providing a valuation […]