Market Review – August 2023
September 11, 2023

Market Review – August 2023

Markets took a step back in August as sentiment shifted surrounding Fed policy.

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Market Review – July 2023
August 10, 2023

Market Review – July 2023

Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines.

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Market Review – May 2023
June 13, 2023

Market Review – May 2023

Market volatility persisted in May as investors tried to digest potential Fed policy action in June and the possibility of a U.S. default should a deal not be reached to raise the debt limit.

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Market Review – April 2023
May 12, 2023

Market Review – April 2023

The sanguine April return of headline indexes hides the churn underneath. Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April;

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Market Review – February 2023
March 14, 2023

Market Review – February 2023

Strong economic data raised market expectations for additional rate hikes in total of 0.5% by year end. While perhaps overdone, this speaks to how much the Fed has already raised rates, and that the end is perhaps near on rising rates.

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Market Review – January 2023
February 13, 2023

Market Review – January 2023

Broad asset classes kicked off the new year higher after a not-so-jolly December. Sentiment turned decidedly positive based on slowing wage and job growth and cooling price pressures. These trends provided optimism for a less hawkish Fed pushing investor expectations from a 0.50% Fed move in February to a 0.25% as of January 31, 2023.

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2023 Outlook <br>Goodbye TINA (There is No Alternative)</br>
December 27, 2022

2023 Outlook
Goodbye TINA (There is No Alternative)

Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our…

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Market Review – September 2022
September 14, 2022

Market Review – 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.

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Market Review – August 2022
August 15, 2022

Market Review – 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.

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Market Review – June 2022
June 16, 2022

Market Review – 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 Review – May 2022
May 16, 2022

Market Review – 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 Review – March 2022
March 16, 2022

Market Review – 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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