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The “September Effect”, where stocks have historically tended to struggle during the month, lived up to its reputation as equities across the globe came under pressure. While market pundits can give various reasons for the phenomenon (quarterly rebalancing, tax loss harvesting, portfolio window dressing etc.) this year the culprit was sticky inflation and higher interest rates.

Key Points: July was a volatile month for stocks with mixed returns

Clearview Portfolio Consulting June Market Recap Key Points:• The US economy expanded

Clearview Portfolio Consulting May Market Recap Key Points:• Stocks posted a second

Clearview Portfolio Consulting April Market Recap Key Points:• Stocks rebounded across the

Clearview Portfolio Consulting March Market Recap Key Points:• Markets across the globe

Clearview Portfolio Consulting February Market Recap Key Points: • Volatility increased in

Clearview Portfolio Consulting January Market Recap Key Points: • Stocks moved higher

Clearview Portfolio Consulting 2025 Market Recap Key Points: • The S&P500 notched

Key Points: • Volatility came back into the financial markets as a