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Market Commentary
U.S. Monetary Policy: Massive and Dominant
U.S. monetary policy is more active than ever, with the Federal Reserve exerting considerable influence on the global financial and economic environme...
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Market Commentary
Quarterly Insights: January 2022
Looking back on the past year from an economic and investment perspective, 2021 provided robust economic growth and strong gains in the U.S. stock mar...
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Market Commentary
Searching for Opportunity
As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunitie...
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Market Commentary
Quarterly Insights: October 2021
The U.S. economy continues its recovery from early 2020. However, economic indicators point to a slowing rate of growth. Estimates for annual GDP grow...
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Market Commentary
Long Day’s Journey into Night
Two features define the current economic and financial market backdrop. The first and most obvious is the significant increase in government involveme...
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Market Commentary
Quarterly Insights: July 2021
Here comes the sun. Across the country, Americans are enjoying summer and the relaxation of Covid restrictions. The optimistic mood extends to very po...
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Market Commentary
A Playbook for Unprecedented Times
Take yourself back to 2019 when the year was drawing to a close. Imagine being told: 2020 will be the year when our hospitals will be overwhelmed, off...
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Market Commentary
Quarterly Insights: April 2021
We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
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Market Commentary
Is Your Portfolio Prepared for 2021?
Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the f...
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Market Commentary
Quarterly Insights: January 2021
Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and ...
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