As the year comes to a close, seasonal market trends often come into focus. In this update, Bob Graham of Riggs Asset Management explains two well-known market patterns—the Santa Claus rally and the January effect—and why strong market performance during the year can increase the likelihood of a year-end rally and stronger performance from small- and mid-sized companies.

Two major events shaped the markets this week: another Federal Reserve interest rate cut and the results of the national election. In this update, Bob Graham of Riggs Asset Management explains what the Fed’s move toward lower rates could mean for borrowers and investors, and why the election outcome may shift market leadership toward smaller companies while long-term economic themes like AI infrastructure and rebuilding U.S. infrastructure remain intact.

An upcoming Federal Reserve meeting could mark a major shift in the interest rate cycle. In this update, Bob Graham of Riggs Asset Management explains why the Fed’s potential rate cuts may bring volatility to markets, how different outcomes could affect investor sentiment, and why assets such as gold, gold miners, and bonds may benefit from a declining interest rate environment.

Markets have recently stabilized after a period of volatility, but historically September is one of the most challenging months for stocks—especially during election years. In this update, Bob Graham of Riggs Asset Management discusses seasonal market patterns, why bonds and precious metals often perform well during volatile periods, and how portfolios are positioned for potential market swings ahead.

After months of calm markets, volatility has recently returned. In this update, Bob Graham of Riggs Asset Management discusses the factors driving market swings, including economic data, Federal Reserve policy expectations, and uncertainty surrounding the election cycle. He also explains why this type of volatility can be normal during election years and how portfolios are positioned to manage these conditions.

Market leadership appears to be expanding beyond the largest technology companies. In this update, Bob Graham of Riggs Asset Management explains how the stock market in 2024 is being driven by a broader range of industries, including industrial companies tied to infrastructure spending, healthcare innovation, and emerging technology firms benefiting from the growth of artificial intelligence.

The first month of the year can provide important signals for markets, especially during election years. In this discussion, Susan Shoemaker and Bob Graham of Riggs Asset Management review recent earnings results, the rapid expansion of data centers supporting artificial intelligence, and how the January market indicator may help shape expectations for the rest of the year.

Election years often follow recognizable patterns in the financial markets. In this discussion, Susan Shoemaker and Bob Graham of Riggs Asset Management review historical election-year trends since 1950, how market volatility tends to evolve throughout the year, and why greater political clarity often leads to stronger markets after elections.