Posts in Quarterly Commentary

Markets, and more importantly, investor expectations, fluctuated drastically throughout the first three months of 2023. Beaten down areas came out of the gates[…]

Although the famed Santa Rally sputtered out, Q4 was a net positive for stocks and bonds after a dismal third quarter. The story[…]

The volatility experienced in the first half of the year continued in the third quarter. Most asset classes rebounded strongly to start the[…]

2022 has been a rare year in the markets as both stocks and bonds are down simultaneously. The second quarter was tumultuous as[…]

2022 is off to a rocky start with inflation, economic growth, and the trajectory for higher policy interest rates remaining at the forefront[…]

Global equities performed well in the final quarter of 2021 as investors focused on positive economic data and corporate earnings projections. The newest[…]

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

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

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