QuantStreet May 2025 Letter: Negotiations

Published on May 5, 2025

While the S&P 500 index was almost unchanged in April, the dollar remained extremely weak, ending the month down over 4%.

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Top Lessons from Professor Siegel This April

May 5, 2025
April was a volatile and policy-sensitive month in the markets. Every week, my colleagues and I were joined by Professor Jeremy Siegel to discuss how macroeconomic data, Federal Reserve policy and the variety of tariff proposals from President Trump shaped sentiment and the investment landscape.

$2.5B Crewe Advisors Hires New CIO

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Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management.