Market Update | Q3 2025 Recapped
Despite early concerns, markets powered higher as expectations of Fed rate cuts, resilient corporate earnings, and sustained AI-driven optimism outweighed worries about inflation and slowing growth. The Fed’s September rate cut—its first since 2024—helped fuel broad gains across equities and fixed income, with technology and communication sectors leading the rally. Gold surged to record highs amid a softer dollar, while global markets followed the U.S. higher.
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High-Q | Performance – March 2024
Performance for the IRON High-Quality Equity Portfolio as of March 31, 2024 is now available.
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High-Q | Performance – January 2024
Performance for the IRON High-Quality Equity Portfolio as of January 31, 2024 is now available.
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High-Q 50/50
High-Q 50/50 | Performance – March 2024
Performance for the IRON High-Quality Equity 50/50 Portfolio as of March 31, 2024 is now available.
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High-Q 50/50 | Performance – January 2024
Performance for the IRON High-Quality Equity 50/50 Portfolio as of January 31, 2024 is now available.
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Incertus
An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Incertus | Performance – March 2024
Performance for the IRON Incertus Portfolio as of March 31, 2024 is now available.
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Incertus | Performance – January 2024
Performance for the IRON Incertus Portfolio as of January 31, 2024 is now available.
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Incertus ETF
Incertus ETF | Performance – March 2024
Performance for the IRON Incertus ETF Portfolio as of March 31, 2024 is now available.
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Incertus ETF | Performance – January 2024
Performance for the IRON Incertus ETF Portfolio as of January 31, 2024 is now available.
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QUARTERLY MARKET COMMENTARY
The economy exhibited resilience throughout 2023, swaying, but ultimately remaining intact.
Income & Growth
A diverse portfolio (by asset class and geography) focusing on income generation first and growth second.
Income & Growth | Performance – March 2024
Performance for the IRON Income & Growth Portfolio as of March 31, 2024 is now available.
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Income & Growth | Performance – January 2024
Performance for the IRON Income & Growth Portfolio as of January 31, 2024 is now available.
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Core Plus Suite
An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.
Core Plus Suite | Performance – March 2024
Performance for the IRON Core Plus Portfolios as of March 31, 2024 is now available.
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Core Plus Suite | Performance – January 2024
Performance for the IRON Core Plus Portfolios as of January 31, 2024 is now available.
Read MoreCore Plus Suite | Performance – January 2024
More From IRON
Fixed Income Service | Are bonds back?
Short-term Treasury yields rise above 4.5% -- a 15-year high!
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