Market Monitor – September 2022
For much of August, markets were heating up in the wake of a relatively favorable earnings season. But, much like a child’s summer ends with a new school year, the August rally ended following the Jackson Hole Economic Symposium in the second to last week of the month.Read article
Market Monitor – August 2022
July provided solid respite after a difficult first half of 2022. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and beyond, assessing the position of their portfolios while weighing the risk of a recession.Read article
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.Read article
Market Monitor – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.Read article
Market Monitor – May 2022
The quick and material rise in interest rates had significant impacts across asset classes in both April and the year so far. Our outlook for 2022 remains similar to how we entered the year, emphasizing caution toward greater volatility ahead.Read article
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.Read article
Market Monitor – March 2022
Variations on a Theme New catalysts provided fuel to the fires of inflation and volatility Market Recap While February began with eyes on Fed Chairman Powell’s hawkish stance, inflation and…Read article
Inflation, the Fed, Correction; Oh My!
Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major…Read article
Will the Fed take away the ‘punch bowl’?
Jan 2022 Last year (2021) was supposed to be the year of recovery, but the emergence of Covid “variants” (delta and omicron) made the recovery lumpy and uneven. Overall, the…Read article
Navigating Moderation Markets, economies and inflation (the current favorite word in the investing lexicon) all came roaring back last year. Looking to 2022, we continue to see opportunity, but with…Read article
What is ‘transitory’ inflation?
Oct 2021 Most folks gauge how things are going in the country by watching the nightly news and reading stories in the general media. Problem is, most of the news…Read article
Has the economic recovery peaked?
July 2021 As the economic reopening gained steam, the second quarter of 2021 was another strong one for equities. Stocks again led most asset classes, with large-cap companies leading the…Read article
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