Dana Maury |

The current U.S. equity market as of mid-September 2025 has been characterized as expensive relative to the historical norm with the S&P 500 trading at 23.7x

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Dana Maury |

At the end of the second quarter, the Federal Reserve Board is maintaining a wait-and-see stance on interest rates despite heavy lobbying for a cut by the

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Dana Maury |

 

 

The new Administration’s suite of across-the board-tariff hikes signaled a major change to the global trading order. The overall weighted average tariff will

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Dana Maury |

 

In September, the Federal Reserve lowered interest rates for the first time in four years in recognition of the progress made in reducing inflation. The half

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Dana Maury |

Through the end of June, the stock and bond markets have been fairly calm despite this being a Presidential election year and the unpredictability that it

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Dana Maury |
Periodically, our Perspectives diverge from the current investing environment to illustrate the investment process and characteristics Delta Asset Management
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