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  • Home
  • About Us
  • Our Approach
  • Our Services
    • Strategic Planning
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Author: Ben Bennett
January 2, 2026
By Ben Bennett
CAD Commentaries

CAD December Market Commentary

Noteworthy Developments: Global equities (MSCI ACWI Index) declined 0.8% in December in CAD. However, the decline was due tocurrency translation, as CAD strengthened by 1.8% relative to the USD. In USD terms, the ACWI Index appreciated by 1.0%, with regional performance varying. Global Equities: Glo

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January 1, 2026
By Ben Bennett
USD Commentaries

USD December Market Commentary

Noteworthy Developments: Global equities advanced in December, led by international markets and value-oriented sectors, while US large-cap equities remained flat. Global Equities: Global equities rose 1.0% during December, as measured by the MSCI ACWI Index. US large-cap equities (S&P 500) were

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December 18, 2025
By Ben Bennett
CAD Commentaries

CAD November Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, declined 0.2% (flat in USD) during the month with periods of high volatility. The CAD strengthened by 0.2% vs. the USD.  Global Equities: Global equities were down 0.2%, with US large-cap equities (S&P 500) fla

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December 18, 2025
By Ben Bennett
USD Commentaries

USD November Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, ended flat during the month with periods of high volatility. Global Equities: Global equities were flat, with US large-cap equities (S&P 500) up 0.2%, international developed equities up 0.6% and emerging market equ

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November 21, 2025
By Ben Bennett
CAD Commentaries

CAD October Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, appreciated by 3.0% (+2.2% in USD), with positive performance across all major regions. The CAD weakened by 0.8% vs. the USD. Global Equities: Global equities increased by 3.0%, with US large-cap equities (S&P 500)

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November 19, 2025
By Ben Bennett
USD Commentaries

USD October Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, appreciated 2.2%, with positive performance across all major regions. Global Equities: Global equities increased by 2.2%, with US large-cap equities (S&P 500) up 2.4%, international developed equities up 1.2% and em

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October 27, 2025
By Ben Bennett
2025 Q3 Capital Markets Review

Q3 Capital Markets Review

After a volatile first half marked by tariff uncertainty, Q3 2025 delivered strong gains across global markets as trade tensions abated and AI enthusiasm resurged. However, stretched valuations, concentrated equity exposure, and massive AI capital spending now present meaningful risks. Our report ex

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October 6, 2025
By Ben Bennett
CAD Commentaries

CAD September Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, appreciated 4.9% (+3.6% in USD), with positive performance across all major regions. The CAD weakened by 1.3% vs. the USD. Global Equities: Global equities increased by 4.9% (+3.6% USD), with US large-cap equities (S&am

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October 1, 2025
By Ben Bennett
USD Commentaries

USD September Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, appreciated +3.6%, with positive performance across all major regions. Global Equities: Global equities increased by 3.6%, with US large-cap equities (S&P 500) up 3.6%, international developed equities up 1.9%, and

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September 19, 2025
By Ben Bennett
CAD Commentaries

CAD August Market Commentary

Noteworthy Developments: Global equities, as represented by the MSCI ACWI Index, appreciated 1.7% (+2.5% in USD) during August, with positive performance across all major regions. The CAD strengthened by 0.8% vs. the USD. Global Equities: Global equities increased by 1.7% (+2.5% USD), with US large-

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118 East Main St, Bozeman, MT 59715

Founded in San Francisco, our headquarters has been based in Bozeman, Montana since 2000.

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  • Phone 406-556-8202
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