Market Monitor – June 2022
June 16, 2022

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.

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Market Monitor – May 2022
May 16, 2022

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.

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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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Market Monitor – March 2022
March 16, 2022

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…

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Inflation, the Fed, Correction; Oh My!
February 1, 2022

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…

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Will the Fed take away the ‘punch bowl’?
January 25, 2022

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…

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2022 Outlook
January 1, 2022

2022 Outlook

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…

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What is ‘transitory’ inflation?
October 25, 2021

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…

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Has the economic recovery peaked?
July 22, 2021

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…

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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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