Thayer Partners Quarterly Commentary, First Quarter 2025
Executive Summary:
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Market Update
As you are seeing, stocks have been in sell mode in recent weeks, including a big drawdown yesterday. After hitting an all-time high on February...
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What happened in the financial markets in the fourth quarter and full year 2023?
Thayer Commentary – Five Key Questions A topsy turvy year ended on a strong note, thanks to a very good closing kick in November and December. Bonds...
How did the financial markets do in 3Q23, and what drove returns?
Thayer Commentary – Five Key Questions Stocks and bonds both retreated in the third quarter, respectively reducing and reversing year-to-date gains....
What Happened in the Financial Markets in 2Q23?
Thayer Commentary – Five Key Questions Stocks posted strong returns in the second quarter, building on first quarter gains and creating a very solid...