MAY 2025
Monthly Market Musings
Our up-to-the-minute thinking on market trends.
“Sell in May and go away” was not an adage that was followed by investors in 2025, as equity markets rallied significantly during the month despite concerns regarding trade policies, interest rates, and the potential for economic slowdown. Marc Davis, CFA, describes the conditions that led to the continued rally and the impact they may have on future earnings and the markets.
Marc Davis, CFA