Stocks continued upward momentum to start the year. Inflation has been sticky, moving slightly higher and perhaps delaying Fed rate cuts. Commercial real estate and issues in China present potential challenges ahead. A...
NEWS & INSIGHTS
A Robust Year for Investments
Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...
Positive YTD Results Despite Third Quarter Market Challenges
The investment markets stumbled during the third quarter due to several negative events. Fortunately, the U.S. economy remains strong. A government shutdown was averted, but not resolved. Pullback in the Markets A...
Recovery and Resilience: 2023 Second Quarter Commentary
Stocks rallied in the second quarter, posting impressive half year returns. The U.S. debt ceiling limit was resolved, averting a government default. The Fed paused on rate increases, at least for now. An Impressive...
Market Resilience to Start the Year: 2023 First Quarter Commentary
Bonds and stocks enjoyed investment gains during the first quarter of the year. Bank defaults shook the markets, but resilience has followed. Inflation continued to wane, and the Fed raised rates at a more modest pace....
Looking Forward After a Difficult Year in the Markets
Stocks incurred their worst declines since 2008 and bonds suffered their heaviest losses in more than 100 years. Many decades-long investment trends reversed in 2022, reminding investors that investments always move in...
Investment Thoughts in a Bear Market: 2022 Third Quarter Commentary
Stocks and bonds fell to new 2022 investment lows during the third quarter, including new historic lows for bonds. High inflation persists, but the growth of inflation modestly declined over the summer. The Fed remains...
A Difficult First Half of 2022: Second Quarter Commentary
Both stocks and bonds were battered in the second quarter, with stocks temporarily entering an official bear market. Inflation reached the highest level in decades, putting heavy pressure on personal spending,...
Today’s Heightened Risks: 2022 First Quarter Commentary
Stocks and bonds suffered simultaneous losses in the first quarter of the year. Inflation continued to escalate, with increased risks that inflation could be more persistent versus transitory. Russia’s invasion of...
Impressive Gains Despite Pandemic and Inflation Challenges: 2021 Fourth Quarter Commentary
Stock markets rounded out a third consecutive year of impressive gains. Inflation reached levels not seen in decades, increasing prices for businesses and consumers. The pandemic lingers on, now including the current...
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