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August Monthly Market Review

Sep 08, 2025 | News

The omni-rally continued in August. U.S. equities, bitcoin, and gold all closed the month near record highs while credit spreads narrowed to quarter century lows. Non-U.S. equity markets also enjoyed…

July Monthly Market Review

Aug 21, 2025 | News

Following a tariff-induced spike of volatility in early April, global equities bounced back buoyantly in the second quarter. The U.S. market closed at a record high.

June Monthly Market Review

Jul 15, 2025 | News

An excerpt from our June Monthly Market Review: Global markets surged higher in June, adding to May’s heady gains. U.S. equities reached record highs, advanced and emerging equity markets rose, U.S.…

May Monthly Market Review

Jun 24, 2025 | News

An excerpt from our May Monthly Market Review: After riding a roller coaster in April, U.S. equities rocketed higher in May, gaining over 6%. Wild swings in tariff policy remained the main driver of…

Strategic's Q1-2025 Quarterly Investment Brief

Jun 02, 2025 | News

An excerpt from our First Quarter Investment Brief - Markets take risk in stride. They are after all continuously discounting changing circumstances and attaching probabilities to unknown future…