by Jenna | Jan 28, 2026 | Commentary
Market Overview The fourth quarter of 2025 capped off a strong year for risk assets and diversified portfolios. Equity markets extended their gains into year-end, supported by resilient economic activity, cooling inflation, and growing confidence that the most...
by Jenna | Dec 11, 2025 | Team
Calum joined Raintree as a Portfolio Associate, working closely with portfolio managers and the investment committee on due diligence, investment selection, portfolio construction, and monitoring of Raintree’s public and alternative funds. He executes trades, conducts...
by Jenna | Oct 24, 2025 | Commentary, Uncategorized
Market Overview The third quarter of 2025 delivered broad gains across virtually all asset classes, overcoming cautious economic sentiment. Global equity markets rallied to new highs, supported by strong corporate earnings and growing optimism that interest rates have...
by Jenna | Aug 8, 2025 | Commentary
Market Overview The second quarter of 2025 began with significant market volatility but ended on a strong note for risk assets. Early April saw a sharp selloff amid geopolitical concerns (a brief trade tariff flare-up and conflict in the Middle East). Still, these...
by Jenna | May 5, 2025 | Commentary
Introduction The first quarter of 2025 brought several significant macroeconomic developments. Inflation showed signs of stabilizing near central bank targets, prompting cautious shifts in interest rate policies. Meanwhile, the Bank of Canada (“BoC”) and the U.S....
