A monthly insight into what has been happening in the global markets and the Anchor portfolios
Equity Commentary: SaaSpocolypse The February market narrative shifted from "AI as a savior" to "AI as a disruptor," ...
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Equity Commentary: Rotation of Leadership Equity markets posted gains in January despite significant geopolitical volatility involving Venezuela, Greenland, and Iran ...
Equity Commentary: Mix Bag November 2025 was a month of high volatility and sharp rotation that ended with a "mixed bag" for the major indices ...
Equity Commentary: Tip-Toeing Forward August equity returns were solid. US non-farm payroll report for July suggested labor growth may be slowing ...
Equity Commentary: Mag-nificent Solid earnings reports from several of Magnificent Seven Stocks drove the U.S.stock indices higher in July ...
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THIS MONTH IN THE MARKETS
A monthly insight into what has been happening in the global markets and the Anchor portfolios
February 2026
Equity Commentary: SaaSpocolypse
The February market narrative shifted from "AI as a savior" to "AI as a disruptor," ...
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January 2026
Equity Commentary: Rotation of Leadership
Equity markets posted gains in January despite significant geopolitical volatility involving Venezuela, Greenland, and Iran ...
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November 2025
Equity Commentary: Mix Bag
November 2025 was a month of high volatility and sharp rotation that ended with a "mixed bag" for the major indices ...
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August 2025
Equity Commentary: Tip-Toeing Forward
August equity returns were solid. US non-farm payroll report for July suggested labor growth may be slowing ...
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July 2025
Equity Commentary: Mag-nificent
Solid earnings reports from several of Magnificent Seven Stocks drove the U.S.stock indices higher in July ...
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