Stonebridge Capital Advisors

May 2025 – Monthly Market Commentary

May 2025 – Monthly Market Commentary

May left us with market conditions continuing to show the importance of a disciplined approach to your investments. Discussing the month’s reactions to economic and policy changes, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.

Key Takeaways:

  • Q1 Earnings Season – Exceeding Expectations
  • Economic Data – Mixed Signals
  • Risk Management – Remains Key

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April 2025 – Stonebridge Monthly Market Commentary

Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’s market conditions and how this impacts Stonebridge’s investment strategies, our Director of Equity and Director of Fixed Income discuss what this means for the outlook ahead.

Key Takeaways:

  • Shifting Investor Sentiment
  • Underperformance versus Treasuries
  • Valuable Tools of Discipline and Patience

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2025 Stonebridge Economic Forum

Between the unveiling of the administration’s new tariff plan on “Liberation Day”, the “Wait and See Mode” of the FOMC and interest rates, and ongoing geopolitical events, 2025 has certainly been a whirlwind. In times of market uncertainty, we are reminded to stay disciplined through volatility.

On Thursday, April 10th, we hosted our annual Economic Forum, addressing President Trump’s tariff turbulence, market pullbacks, and renewed concerns of global growth, inflation, and recession. Hear from our Chief Economist, Director of Equity, and Director of Fixed Income as they discussed what lies ahead in 2025.

2025 Stonebridge Economic Forum

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