May marks the beginning of the six-month period (May to October) when stocks have historically underperformed the other six months (November to April). This performance differential is the root cause of the well-known “Sell in May and go away” market adage. Click here to read our latest market bulletin.
MACROSCOPE: It’s that time of year again
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July 2025 Portfolio Management Team Update
Summary Market Review: Global equities staged a stunning turnaround in Q2, a performance that was…
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Please click on the link below to view the Trade Update – Decrease US Equity…
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Q2 2025 Trade Update
Please click on the link below to view the Q2 2025 Trade Update.
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Q2 2025 Luft Financial Model Portfolios Updates
Please click on the links below to view the Luft Financial Model Portfolios Updates.
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