There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
Read the latest market insights by the HUB Investment Research Team.

July Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
July Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney...
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Market Commentary: Staying Steady Amid the Swings
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
Market Commentary: A Matter of Perspective
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...
March Market Commentary: Turbulence and Policy Uncertainty in Early 2025
Investment markets in the last three weeks have experienced heightened levels of volatility and reversals caused by multiple factors including the Trump administrations’ aggressive actions on tariffs and trade matters; the shift in foreign policy, particularly related...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...
Investment Research Team

Brian Collins
Chief Investment Officer

Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners

Jay Sanford
Director – Investment Strategy

Cameron Cooke
EVP Investment Consulting

Christopher Wright-Madison
Sr. Analyst, Research Investment

Justin Fisk
Senior Vice President, Investment Services

Tom Phan
Vice President of Investment Strategy

Patrick Maynor
Equity Portfolio Manager

Eric Light
Director of Operations and Trading