Blog posts by Phil Frattali, CFA

January was a positive but volatile month as markets reacted to Trump's return to the White House and major developments in Artificial Intelligence. Read More

The anticipated year-end rally failed to materialize as markets declined in December 2024, but the S&P 500 closed the year with a strong 25% annual gain. Read More

Following the U.S. Presidential Election, the U.S. markets rallied, with mid-cap and small-cap stocks posting notable gains and the S&P 500 closing up 6%. Read More

October 2024 saw global market declines, rising bond yields, mixed economic data, and U.S. election-driven volatility with potential policy shifts ahead. Read More

The global stock index climbed 2.3% in September, primarily driven by the Federal Reserve's larger-than-expected rate cut and China's economic stimulus package. Read More

After an early sell-off, global equities rebounded and the U.S. stock market finished up 2.4% in August, contributing to a 19.5% YTD return for the S&P 500. Read More

The market trends flipped in a volatile month as large growth stocks saw a decline in the month while small cap and large cap value stocks finished strong. Read More

Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. Read More

The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. Read More

The stock market reversed its trend in April due to inflation fears, the Fed's reluctance for monetary policy easing, and continued geopolitical tensions. Read More