A Down Open to the Year Market Comment The year’s opening quarter was marked by a confluence of headwinds for investment markets, and some were quite unexpected. Just as the global economy was...
Invasion. Russia’s invasion of Ukraine in late February shocked the world, and is having a significant humanitarian and geopolitical impact. Western nations are so far avoiding a direct...
The Ukraine Invasion The escalating conflict over Ukraine has come to a head, as Russian forces are pouring into that sovereign country as we write. Global stock markets opened sharply down on the...
Volatile Markets. The new year has open with a more jittery tone, and declines. Following two years of largely synchronized accommodative monetary policies, central banks from the developed world are...
The Road Ahead Investment results for the just-concluded year were generally bountiful, especially when we consider that the global covid pandemic is anything but vanquished. Large US stocks again led...
A Surprisingly Good Year. Despite a year marked by a confluence of events with no historical parallel, investment results for 2021 turned out to be a rewarding year for equity markets. Stocks...
A November to Remember. Risk aversion escalated in November, driving equities lower across the globe. Heightened risk-off sentiment was driven by the Omicron virus strain spread, warnings of more...
Market Commentary US equities notched a small positive return in Q3. Strong earnings had lifted stocks in a run up to August, but jitters over growth and inflation concerns late in the quarter meant US...
Volatile September. US equities notched a small positive return in Q3. Strong earnings had lifted stocks in their run up through August, but jitters over growth, and growing inflation...