In the first quarter of 2025, the fixed income market generally delivered positive returns while the U.S. equity market experienced significant volatility. The Bloomberg U.S. Aggregate Index (AGG) returned 2.7% in Q1, providing portfolio diversification when the S&P 500 pulled back, returning -4.3% for the quarter.
Latest Resources
- Sep 24, 2026
- Jacob Wick
Defined Outcome Investing: A More Deliberate Way to Take Market Risk
Investing in the equity market is often presented as a fairly simple choice: participate in its...
