Blog

Q3 2021 Market Commentary

Global markets fell in Q3 as the post-COVID recovery showed signs of losing momentum in many parts of the world. Declining central bank[…]

Q2 2021 Market Commentary

Global markets continued climbing higher as we saw another good quarter in Q2. Re-openings and vaccine rollouts continued to fuel growth and positive[…]

Q1 2021 Market Commentary

Global equity markets carried over positive momentum from Q4 into the new year, as investors continued to buy into the vaccination and reopening[…]

2021 Market Outlook – The Great Reset

The roaring ’20s are back. The global response to COVID from governments and central banks hit the reset button for the global economy,[…]

Introducing Evette Mock-Hernandez, Senior Relationship Manager

Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s experience as a trusted relationship manager[…]

CARES Act and SBA Relief Programs Offer Support During the Crisis

Help From The Hill The coronavirus pandemic has quickly changed life around the world, impacting individuals, families, and businesses. The Coronavirus Aid, Relief,[…]

The Evolution of AI + Predictive Analysis – Part 1

A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a complex system, or a system that[…]

Letter to Investors

It’s Been a Grizzly Month… On March 12th we entered the first bear market since the Great Recession. All major stock indexes have[…]

Monitoring the Markets & the COVID-19 Virus

What started as a small outbreak of a flu-like virus in China has rapidly spread infections, fear, and uncertainty throughout the globe. Although[…]

2020 Market Outlook – Not Too Hot, Not Too Cold, Just Right?

2020 will be defined by the three C’s: Consumer, Credit, and China. The return to a prolonged period of easy money policies and[…]