Market Monitor – First Quarter 2023
April 27, 2023

Market Monitor – First Quarter 2023

While volatility in the markets remained during the first quarter of 2023, broadly speaking, equity and fixed income markets saw a strong rebound.

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Market Monitor – Fourth Quarter 2022
February 15, 2023

Market Monitor – Fourth Quarter 2022

The fourth quarter was a welcome respite from the downdraft of 2022. Additional data that supported the moderating inflation mantra, a softening Federal Reserve (Fed) and the unwind of COVID-Zero policies in China led many asset prices higher.

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Market Monitor – Third Quarter 2022
October 26, 2022

Market Monitor – Third Quarter 2022

The votes have been tallied and any hopes for a sustained rally in July were quickly dashed as markets experienced a bear market rally through the remainder of the third quarter. Markets broadly made new lows on the same mix of concerns that have plagued 2022.

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Market Monitor – Second Quarter 2022
July 28, 2022

Market Monitor – Second Quarter 2022

In a broad-based manner, markets retreated over the quarter adding to year-to-date losses. Fixed income, global equities and real assets all came under pressures as the headwinds of rising interest rates, persistent inflation and looming economic contraction continued.

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Market Monitor – First Quarter 2022
April 22, 2022

Market Monitor – First Quarter 2022

The first quarter certainly lived into our 2022 Outlook, Navigating Moderation, in which we discussed volatility ahead. Even before notable geopolitical events in Europe, both fixed income and equities had pulled back as investors adjusted to the Federal Reserve’s new tone of higher rates and less accommodative policies.

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The Re-opening
April 22, 2021

The Re-opening

April 2021 The first quarter of 2021 was another strong one for equities, with stocks leading the performance tables vs. most other asset classes. Stocks continued to work their way…

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A Recovery Like No Other?
January 28, 2021

A Recovery Like No Other?

January 2021 The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a lot of craziness. If I…

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Election Uncertainty Lingers
October 22, 2020

Election Uncertainty Lingers

The third quarter of 2020 was another positive quarter for most financial assets.  Mega cap stocks led the way once again, which helped the market cap-weighted S&P 500 Index pull into…

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“Unprecedented”
July 22, 2020

“Unprecedented”

In the first quarter of this year, the stock market saw an unprecedented decline – in terms of the speed and magnitude with which it took place.  In the aftermath and…

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The Great Lockdown
April 24, 2020

The Great Lockdown

To say that investors just witnessed an historic quarter would be a huge understatement.  In mid-February, the stock market hit an all-time record high.  Just one month later people were asking if…

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The Wall of Worry (Redux)
October 23, 2019

The Wall of Worry (Redux)

In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you…

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From QE to QT
January 24, 2019

From QE to QT

Investors will be glad to say goodbye to 2018, and especially the final month of last year, which turned out to be the worst December for the stock market since…

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