Market update Archives - Advus Institutional Partners

Market Commentary Q3 | 2025

The 3rd quarter provided a welcome reprieve from the market volatility over the summer as investors embraced the Goldilocks backdrop of optimistic growth expectations and dovish Fed expectations. The business cycle slowdown has continued as expected, but recession risks look minimal while monetary and fiscal policy easing accelerate. The S&P 500 returned 8.1% in the 3rd quarter…

Market Commentary Q2 | 2025

The 2nd quarter brought significant volatility across global markets as investors grappled with tariff policy uncertainty and war in the Middle East. In both cases, investors’ worst fears ultimately didn’t materialize and in the absence of a meaningful weakening in economic data…

Market Commentary Q3 | 2024

The 3rd quarter ended with strong returns across most major asset classes, despite several bouts of volatility. Weak U.S. economic data and an interest rate hike from the Bank of Japan hit stocks particularly hard in the month of August. However, the long-anticipated start of the Fed’s rate cutting cycle…

Market Commentary Q2 | 2024 Copy

The economic momentum of the 1st quarter continued into the 2nd, providing another positive quarter for equity markets. Initially, investors dialed back expectations for rate cuts from the Fed as economic overheating concerns took hold.

Market Commentary Q1 | 2024 Copy

Global equity markets started off the year strong as resilient economic data buoyed investor sentiment. The U.S. remains on pace for a soft landing, as falling inflation and rising real wages should offset lower excess savings and tighter credit conditions.

Market Commentary Q2 | 2024

Market Update | August 2023

Yields on 10-year U.S. Treasuries spiked in August, rising as much as 40 basis points from where they began the month. The result has been a rare bear steepening, where long-term yields rise faster than short-term yields.

Market Update | August 2023 Copy

In a significant move that caught global attention, Fitch Ratings, one of the major credit rating agencies, downgraded the credit rating of the United States from AAA to AA+.

Market Update | March 2023 Copy

On Friday of last week, the FDIC took control of Silicon Valley Bank, ending a frenetic 48 hours which saw the bank go from being solvent to insolvent. With $209 billion in assets, SVB is the 2nd largest bank failure since Washington Mutual’s failure in 2008.