Market Update – Wharton Business Daily with John Forlines

SiriusXM Business Radio in partnership with the Wharton School of Business hosted John Forlines, W.E. Donoghue CIO, to talk markets and investor pyschology during their daily markets segment on Wharton Business Daily with Dan Loney. Listen to the interview, recorded on April 9th, 2020.

John A. Forlines, III
Chief Investment Officer

September 2025 Market Commentary

The environment for risk assets over the past 5 months has been exceptional. Since Trump removed policy uncertainty with his pause on tariffs, markets have rallied back to all-time highs without much of a hiccup.

July 2025 Market Commentary

What a difference a quarter makes. Equities have reclaimed all-time highs off reflated valuations following major drawdowns corresponding with trade and policy uncertainty. Trump removed a good deal of uncertainty with his “pause” on tariffs and risk markets rallied hard.

April 2025 Market Commentary

Is Dust Settling? Risk happens fast! Identifying investment regime changes and opportunity is the most important part of asset allocation....