Happy New Year! Starting off 2025, our Director of Equity and Director of Fixed Income reflect on December’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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December 2024 – Monthly Market Commentary
Category: Investment Management
November 2024 – Monthly Market Commentary
Season’s greeting! Heading into the holidays, our Investment Management Team reflects on November’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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October 2024 – Monthly Market Commentary
As we transition from the spooky to the holiday season, our Director of Equity and Director of Fixed Income reflect on October’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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September 2024 – Monthly Market Commentary
Pleasantly surprising and surpassing investor expectations, our Director of Equity and Director of Fixed Income reflect on September’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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August 2024 – Monthly Market Commentary
Waving goodbye to the summer days and welcoming the crispy autumn breeze, our Director of Equity and Director of Fixed Income reflect on August’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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A Holistic View of Asset Allocation
During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions regarding the prospective risks of investing. Specifically, how is their investment portfolio optimally structured to help meet their investment objectives and achieve their financial goals?
Key Headlines:
- Redefining “60-40”
- Understanding the importance of asset allocation
- Implementing a holistic approach to investing
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July 2024 – Monthly Market Commentary
As we begin the last month of summer 2024, our Director of Equity and Director of Fixed Income reflect on July’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
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June 2024 – Monthly Market Commentary
Halfway through 2024, our Director of Equity and Director of Fixed Income reflect on June’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.