Our Insights

Davidson Investment Advisors' team of portfolio managers share their market views and analysis.

Q2 2025 Commentary

Full of Sound and Fury: U.S. equities sold off sharply at the beginning of the second quarter due to fears of “Liberation Day” tariffs but rebounded to new highs as the quarter progressed.

Uncertainty Around Tariffs

The breadth and magnitude of the new levies surprises investors and introduces new worries about how businesses will operate and generate earnings in the new environment.

Q1 2025 Commentary

Uncertainty versus Opportunity: The market’s first quarter performance was volatile and varied with the S&P500 Index finishing down over 4%.

Trends 2025

Insight into exciting, disruptive or otherwise new developments we anticipate to be impactful to businesses, consumers and society.

Q4 2024 Commentary

Party Like It's 1999 - Equity markets ended the year up 25%, putting together the two best consecutive years since 1997-1998.

Trends 2024

Davidson Investment Advisors provides insight into exciting, disruptive or otherwise new developments we anticipate to be impactful to businesses, consumers and society.
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