TriDelta Insight Q4 Commentary – Glass Still Half Full

Market Overview 2024 was a very good year for investors with the strong performance in stocks being complemented by modest growth in bonds and alternatives. The biggest drivers of these returns were better than expected economic growth and continued progress on inflation. The U.S. economy led this improvement, but most regions enjoyed better growth than…

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TriDelta Insight Q3 Commentary – New Winners

Market Overview September ended on a bang with even lagging Chinese stocks beginning to participate in what has been a very good year for the markets. In fact, it was the best first nine months of performance for the U.S. S&P 500 since 1997. Even so, the third quarter certainly wasn’t smooth. Early August saw…

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TriDelta Insight Q1 Commentary – A Solid Start to the Year

Market Overview The first few months of 2024 proved to be generally positive, capitalizing on the momentum seen in the final months of 2023 and broader participation among non-technology stocks. This continued optimism helped stock markets trend positive despite investors predicting less interest rate decreases in 2024 than initially thought and the risks of an…

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TriDelta Insight Q4 Commentary – What’s Next?

Market Overview 2023 will be remembered as an interesting year for investors and one which was making out to be a very lackluster year for most international markets until investors were gifted the “Santa Claus Rally” many craved. This gift came in the form of renewed hope for declining interest rates which spurred returns in…

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TriDelta Insight Q3 Commentary – Be Nimble & Stay Humble

Market Overview The third quarter brought much of the volatility we had been missing since earlier this Spring as the S&P 500 had its worst stretch since the U.S. banking crisis in March and the steam behind the AI (Artificial Intelligence) rally began to wane. In our second quarter commentary we spoke of the narrow…

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