Get to know our perspective

Each quarter, our investment team shares a Review and Outlook. We cover:

  • Market moves
  • Stocks
  • Bonds
  • Our view on risks and opportunities that lie ahead

From time to time, we also share posts about specific topics of current relevance to investors.

We warmly invite all Oarsman clients to be in touch with our team to ensure you’re receiving our materials in a way convenient for you.

Oarsman Capital Selected as a Future 50 Award Winner for 2025 by BizTimes Media

July 31, 2025
We are honored to announce that Oarsman Capital was selected by BizTimes Media for the Future 50 award for 2025. The award recognizes the fastest-growing privately-owned companies in southeastern Wisconsin that have been in business for at least three years and have shown significant revenue and employment growth.

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Watch the discussion

2Q 2025
Hear from members of Oarsman’s Investment Committee as they break down important developments from the previous quarter and share what they’re watching as we enter the next quarter.

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Markets Rebound but Risks Remain

2Q 2025
A swift recovery from early-quarter losses pushed the S&P 500 to new highs, fueled by investor optimism. Yet with valuations stretched and policy uncertainties looming, we remain focused on fundamentals as we assess the path ahead.

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Oarsman Capital Named One of America’s Top Financial Advisory Firms by Newsweek

May 29, 2025
We are honored to announce that Oarsman Capital was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking reflects Oarsman’s consistent focus on detailed, client-centered financial planning, and investment management based on experience and expertise.

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What Moody’s U.S. Credit Downgrade Means for Investors

May 19, 2025
Moody’s has downgraded the U.S. credit rating, citing rising deficits and political gridlock—joining Fitch and S&P in moving the U.S. off its AAA perch. While this won’t lead to a default, it could increase volatility and borrowing costs. We break down what this means for investors and how Oarsman Capital continues to manage risk in uncertain times.

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Watch the discussion

1Q 2025
Hear from members of Oarsman’s Investment Committee as they break down important developments from the previous quarter and share what they’re watching as we enter the next quarter.

Watch Now

A Volatile Start to 2025 Amid Inflation and Tariff Concerns

1Q 2025
Q1 2025 saw market volatility, with the S&P 500 declining due to concerns over inflation, tariff policies, and slowing economic growth. While earnings expectations remain positive, the uncertainty surrounding tariffs and potential stagflation has created a cautious outlook. International markets outperformed, challenging the notion of U.S. exceptionalism, while fixed income acted as a stabilizer. Diversification and focusing on high-quality stocks are crucial as we navigate these uncertain times.

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Navigating Market Uncertainty

April 3, 2025
Unexpectedly high tariffs unveiled by the new administration are adding pressure to markets, reinforcing the importance of a disciplined, risk-managed approach.

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Navigating Markets Amid Change

4Q 2024
U.S. stocks kicked off the year on a strong note, with the S&P 500 reaching an all-time high in mid-January and recording 56 more throughout the year, culminating in a 25 percent annual gain.

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Market Resilience and Data Dependence

3Q 2024
The third quarter of 2024 was marked by increased conflict in the Middle East, a higher-than-expected U.S. unemployment print, an abrupt change of one Presidential candidate, and two assassination attempts on the other. Yet, despite all of this, equity markets gained ground as the Federal Reserve lowered the Federal Funds rate by 0.5%, adding fuel on the economic fire powering the S&P 500 Index to a +5.9% return and a record high.

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