We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.

September 2025 Market Commentary

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

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

April 2025 Market Commentary

Is Dust Settling? Risk happens fast! Identifying investment regime changes and opportunity is the most important part of asset allocation. Narratives and headlines are the symptoms of underlying fundamentals. The economy was slowing and overvalued. The tariff noise...

January 2025 Market Commentary

January 2025 Market Commentary

First off … thank you! Another year is in the books, and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business. We love being able to do this every day and look forward to the future. With a new year brings a new...

October 2024 Market Commentary

October 2024 Market Commentary

Markets are extremely momentum driven in the short-term, but over the long term are driven by fundamentals. We believe we are at a critical juncture where the short-term price action is not aligned with the long-term macroeconomics.

August 2024 Market Commentary

August 2024 Market Commentary

2024 is starting to produce volatility and we wanted to share our quarterly Market Commentary that incorporates all of our SMA product offerings (fundamental, rules-based, & blended strategies).

Get in touch with us