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 equities retraced their steps in September. September has historically tended to be the...

Stocks began this week in freefall, ending down 1.7% on Monday, though off deeper lows on the day.  The prime culprit to the selloff was the liquidity woes of Evergrande, a large Chinese property development company. Evergrande is one of China’s largest property developers, with some 1,300...

Friends,   Thus far, almost eight full months in, 2021 has proved to be a productive year for investing. Led by the US market, global stock market returns are broadly positive. Bond returns have been essentially flat, reflecting low interest rates across the board. We are not free of the...