Investment Advisory Services | On the Margin

On the Margin is a monthly publication featuring economic and financial market insights.

Report
March 04, 2026
February 2026 Recap | On The Margin
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March 04, 2026
February 2026 Recap | On The Margin

Investors weighed AI risks, a Supreme Court tariff reversal, and U.S.-Israel-Iran conflict as U.S. stocks were mixed and global assets rose.

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Report
February 03, 2026
January 2026 Recap | On The Margin
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February 03, 2026
January 2026 Recap | On The Margin

Despite turmoi – Maduro capture, U.S.–Europe Greenland rift, Fed chair news – January ended mostly higher: international stocks led, then U.S. and bonds.Generated by GPT-5

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Report
January 05, 2026
December 2025 Recap | On The Margin
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January 05, 2026
December 2025 Recap | On The Margin

Global markets fluctuated in December amid another interest rate cut from the Federal Reserve.

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Report
December 01, 2025
November 2025 Recap | On The Margin
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December 01, 2025
November 2025 Recap | On The Margin

Global markets generally struggled through the first two weeks of November amid concerns about valuations in the technology sector.

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Report
November 04, 2025
October 2025 Recap | On The Margin
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November 04, 2025
October 2025 Recap | On The Margin

Emerging market stocks were again among the best performers, followed by U.S. stocks, international developed market stocks, and fixed income.

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Report
October 09, 2025
September 2025 Recap | On The Margin
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October 09, 2025
September 2025 Recap | On The Margin

Emerging market stocks led the way higher, followed by U.S. stocks, international developed market stocks, and fixed income.

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Report
September 02, 2025
August 2025 Recap | On The Margin
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September 02, 2025
August 2025 Recap | On The Margin

While global markets generated broadly positive returns, the underlying drivers of such performance were different than those of past months.

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Report
August 01, 2025
July 2025 Recap | On The Margin
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August 01, 2025
July 2025 Recap | On The Margin

The global financial market extended their hot streak which investors embraced. View our full Investment Advisory publication for July 2025.

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Report
July 01, 2025
June 2025 Recap | On The Margin
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July 01, 2025
June 2025 Recap | On The Margin

The June ’25 edition of ‘On The Margin’, a publication of investment advisory insights, touches on global financial markets hectic journey.

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Report
June 02, 2025
May 2025 Recap | On The Margin
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June 02, 2025
May 2025 Recap | On The Margin

The May ’25 edition of ‘On The Margin’, a publication of investment advisory insights, touches on global financial markets hectic journey.

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Report
May 02, 2025
April 2025 Recap | On The Margin
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May 02, 2025
April 2025 Recap | On The Margin

U.S. equities went on a wild ride and finished April in mostly negative territory. Outside of the U.S. stock market, bonds and international equities generated largely positive returns.

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Report
March 31, 2025
March 2025 Recap | On The Margin
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March 31, 2025
March 2025 Recap | On The Margin

Dive into March 2025’s market trends with our detailed update. Follow the influence of global trade policies and economic factors on equities and bonds, designed for financially savvy investors seeking market understanding.

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Report
February 28, 2025
February 2025 Recap | On The Margin
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February 28, 2025
February 2025 Recap | On The Margin

Discover February 2025 market trends and news. Our detailed U.S. stock market updates help financial professionals and investors make strategic decisions.

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Report
January 03, 2025
January 2025 Recap | On The Margin
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January 03, 2025
January 2025 Recap | On The Margin

The U.S. stock market rose despite several members of the Magnificent Seven declining , while bonds also generated positive returns.

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Report
December 31, 2024
December 2024 Recap | On The Margin
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December 31, 2024
December 2024 Recap | On The Margin

U.S. stocks and bonds moved lower during in December. International markets also fell for a third consecutive month.

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