Q2 Market Update

Q2 Market Update

The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a...
2022 Q1 Market Update

2022 Q1 Market Update

Russia’s invasion of Ukraine, continued supply-chain issues, accelerating inflation, the Federal Reserve’s interest rate hikes, China’s continued Covid lock-down, and inversion of the yield curve put into context negative quarter one returns in equity and bonds....
Q4 Market Commentary

Q4 Market Commentary

2021 began with the promise of vaccines and a belief that everything would return to “normal” after a turbulent year due to the pandemic. Over the past 12 months, we have seen historic price spikes for companies and consumers, acute labor shortages across...
Q3 Market Commentary

Q3 Market Commentary

Q3 Market Update   After solid performances in both July and August, the S&P 500 ended September 4.8% lower, its first monthly drop since January and the biggest since March 2020, at the onset of the COVID 19 pandemic.    There are plenty of possible...
Q2 Market Commentary

Q2 Market Commentary

The stock market is off to its strongest first half start in over 20 years with the S&P 500 up 16.07% as of July 9th, 2021.  The economy is also seeing improvements largely driven by a combination of improved vaccination statistics, economic reopening and two...
2021: MARKET OUTLOOK

2021: MARKET OUTLOOK

In the past 12 months, the global economy ground to a halt and markets experienced their sharpest drawdown in history but ended with the S&P 500 up ~17% for the year. Markets once again proved resilient, buoyed by extraordinary measures taken by monetary and...