Marketing Report: March 2025 in Review

April 15th, 2025|Categories: Marketing Report|Tags: , , , , , |

March 2025 In Review In March 2025, markets experienced notable movements driven by policy uncertainty, increased geopolitical tensions and growth concerns in the United States. Global equity markets experienced a challenging month, with the MSCI All Country World Index (ACWI) [...]

Marketing Report: February 2025 in Review

March 18th, 2025|Categories: Marketing Report|Tags: , , , , , |

February 2025 In Review February was characterized by a risk-off sentiment, due to several bearish narratives. Concerns about growth and stagflation arose from softer economic readings and hotter inflation measures. Uncertainty around Trump’s trade, immigration, tax and Ukraine policies added [...]

Marketing Report: January 2025 in Review

February 18th, 2025|Categories: Marketing Report|Tags: , , , , , |

January 2025 In Review In January, financial markets were driven by technological disruption from China and policy transitions out of Washington. A reported AI breakthrough by the Chinese company DeepSeek led to declines in some technology stocks, notably Nvidia. DeepSeek [...]

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