Market Commentary
April 30, 2026
Q1 2026 – The Quarter That Was
It was an eventful start to 2026. In early January, Venezuelan President Nicolás Maduro was removed by the U.S. military and by quarter end a war in Iran was still unfolding. These...
April 10, 2026
Q1 2026 Review & Market Update
In our latest video update, Chief Investment Officer Mark Kinney shares perspective on the market conditions that shaped Q1 2026 and what they meant for portfolio positioning. Mark...
January 30, 2026
Q4 2025 Review & Market Update
In this Q4 2025 market update, Chief Investment Officer Mark Kinney offers perspective on the market conditions that shaped the year and what they meant for portfolio positioning. ...
November 13, 2025
Q3 2025 Review & Market Update
In this Q3 2025 market update, Chief Investment Officer Mark Kinney reflects on the key market themes of the third quarter and provides a look ahead as we approach year-end. You’ll...
October 30, 2025
Q3 2025 – The Quarter That Was
We are living in interesting times. Geopolitical tensions, tariffs, trade wars, inflation, social unrest, challenges to established institutions and the current multi-week governme...
August 13, 2025
Q2 2025 Review & Market Update
In this Q2 2025 market update, Chief Investment Officer Mark Kinney reflects on an eventful quarter — from April’s sharp market sell-off triggered by renewed global trade tensions,...
July 31, 2025
Q2 2025 – The Quarter That Was
I’m Kyle Smith, providing an overview of the quarter that was. On April 2nd, any hopes of a second quarter reprieve from trade policy uncertainty and market volatility were dashed....
May 14, 2025
Q1 2025 – The Quarter That Was
The last three months provided three years’ worth of news, and judging by early April, it looks like this pace will continue. Tariff policy and the impacts on the global economy an...
February 13, 2025
Q4 2024 Recap & 2025 Economic Outlook
In this fourth quarter review, Newport’s Chief Investment Officer, Mark Kinney examines the key market forces that shaped the final months of 2024 and what they mean for the year a...
January 10, 2025
Q4 2024 – The Quarter That Was
PDF Download PDF: Q4 2024 The Quarter That Was A healthy economy, declining interest rates, easing inflation, and strong corporate earnings powered major U.S. indices higher in the...