Market Review
Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
Read article
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.
Read article
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.
Read article
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;
Read article
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.
Read article
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.
Read article
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…
Read article
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.
Read article
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.
Read article
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.
Read article
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.
Read article
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…
Read articleConnect with Us
Ask a Question
We're always open to answering personal financial questions.
Let's get in touch