The markets have experienced significant movement over the past month, with volatility driven by shifting valuations, policy uncertainty, and economic trends. While these fluctuations can feel unsettling, they are a natural part of the market cycle.
In the attached commentary, Changing of the Tides, our Senior Research Analyst, Jake MacFarlane, CFA®, explores the key drivers behind the recent downturn and provides insight into the importance of maintaining a disciplined, long-term investment approach.
We encourage you to review the analysis and reach out with any questions.