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Stonebridge Market Update – September 10, 2025

Category: Investment Management

Stonebridge Market Update – September 10, 2025

Interest Rates & Investment Opportunities: Market Update

Positioning for a Changing Interest Rate Environment

Recent economic data points — including a softer-than-expected jobs report — have increased the likelihood of Federal Reserve rate cuts, leading to a notable decline in short-term interest rates. At Stonebridge, we’re adjusting our portfolios to help you stay ahead:

  • Adding select longer-term bonds to lock in today’s income opportunities.
  • Avoiding overexposure to the longest maturities and lower-quality bonds.
  • Exploring equity-based income strategies where appropriate.
Read Market Update

 

August 2025 – Stonebridge Monthly Market Commentary

With fall approaching, the recurring theme of volatility serves as a reminder for opportunity in both equity and fixed income markets.

Discussing the markets’ reactions to economic and geopolitical events, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.

Key Takeaways:

  • Market Rotation & Breadth Improvement
  • Concentration Risk & AI Enthusiasm
  • Anticipated Fed Rate Cuts & Falling Short-Term Interest Rates
Read Commentary

July 2025 – Stonebridge Monthly Market Commentary

While short-term volatility may return, July reinforced the benefits of a disciplined approach. With AI momentum, rate speculation, and style convergence all at play, this is a time for clarity and consistency.

Discussing the markets’ reactions to economic and geopolitical events, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.

Key Takeaways:

  • Strong Market Sentiment: Q2 Earnings & AI Optimism
  • Weak July Jobs Report: Treasury Prices Higher, Yields Lower
  • Investor Implications: Stay Invested, Stay Balanced, Mind the Volatility
Read Commentary

June 2025 – Stonebridge Monthly Market Commentary

While June wasn’t without headwinds, bonds rallied and equities reached all-time highs again – a reminder of the importance of staying invested through periods of market volatility.

Discussing the markets’ reactions to economic and geopolitical events, our Directors of Equity and Fixed Income provide an outlook for what lies ahead.

Key Takeaways:

  • Market Resilience Amid Challenges
  • Federal Reserve Outlook
  • Maintaining Diversified Portfolio Structure
Read Commentary

May 2025 – Stonebridge 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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March 2025 – Stonebridge Monthly Market Commentary

Looking Ahead

In times of market uncertainty, we are reminded to stay disciplined through volatility. Addressing March’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:

  • Market Pullback – Unsurprising Stock Strategy Shifts
  • The Shine from Fixed Income
  • Turning Volatility into Opportunity

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Stonebridge Market Update – March 13, 2025

Navigating Recent Volatility

Reflecting on the current market conditions, our Director of Equity discusses navigating the recent volatility and the importance of remaining disciplined while taking advantage of opportunities as they present themselves.

 

Key Takeaways:

  • Policy Uncertainty
  • Impact from AI-Related Stocks
  • Importance of Long-Term Investing

 

Read Market Update

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