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
- Jul 1, 2026
- NorthCoast Asset Management
Tax Moves That Matter: Strategic Planning for Investors
In our latest webinar, our own Jacob Wick, SVP and Head of Wealth at NorthCoast, sat down with...
