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  The S&P 500 posted a robust 16.4% gain in 2025, supported by a soft‑landing narrative, moderating inflation, and small Fed rate cuts that helped sustain earnings growth across most sectors. Equity leadership remained narrow, with growth and capex‑levered industries tied to artificial intelligence, data infrastructure, and industrial reshoring again doing the heavy lifting. High‑performing

The US Fixed-Income market showed positive performance in January 2025, with most bond sectors delivering gains. Yields were relatively stable, with the 10-year U.S. Treasury yield ending January at 4.58%, unchanged from the end of 2024.  Lower-quality credit segments outperformed, driven by favorable macroeconomic conditions and robust investor demand. Fixed-Income funds experienced significant inflows, with