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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, September 2025

October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, August 2025

September 8, 2025
Broad measures of U.S. and international equities surged to record highs in August, driven by robust earnings that helped offset the drag from rising foreign long-term interest rates. The small-cap Russell 2000 Index led the charge with a 7.1% gain, the S&P 500 advanced 2.0%, and the MSCI All Country World Index ex-U.S. rose 3.5%.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, July 2025

August 11, 2025
Despite ongoing tensions — including President Trump's continued pressure on Fed Chair Powell, ongoing trade negotiations, and geopolitical issues across the globe — the markets continued to push higher in July.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, June 2025

July 8, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, May 2025

June 9, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, April 2025

May 6, 2025
April was challenging for U.S. markets, as major indices declined for the third consecutive month due to U.S. tariff uncertainty and recession concerns.
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