by webmaster | Feb 23, 2021 | Market Perspectives
JANUARY – FEBRUARY 2021 PORTFOLIO UPDATE Put simply, we found ourselves intrigued by capital market behavior in January. After robust equity market gains towards the end of 2020, particularly in US stocks, some pull-back was justified. Higher interest...
by webmaster | Jan 22, 2021 | Market Perspectives
DECEMBER 2020 – JANUARY 2021 COMMENTARY The extraordinary measures have been well documented that the US Federal Reserve has taken to support the economy, jobs and capital markets both at home and abroad. The balance sheet has expanded to $7.38 trillion, over $3...
by webmaster | Jan 22, 2021 | Market Perspectives
DECEMBER 2020 – JANUARY 2021 COMMENTARY The extraordinary measures have been well documented that the US Federal Reserve has taken to support the economy, jobs and capital markets both at home and abroad. The balance sheet has expanded to $7.38 trillion, over $3...
by webmaster | Dec 15, 2020 | Market Perspectives
NOVEMBER-DECEMBER 2020 COMMENTARY Equity markets across the globe posted spectacular US Dollar-based returns in November. Within fixed income markets, US credit and non-dollar bonds posted strong gains. European equities have recovered from their pre-pandemic levels...
by webmaster | Dec 15, 2020 | Market Perspectives
NOVEMBER-DECEMBER 2020 COMMENTARY Equity markets across the globe posted spectacular US Dollar-based returns in November. Within fixed income markets, US credit and non-dollar bonds posted strong gains. European equities have recovered from their pre-pandemic levels...
by webmaster | Nov 13, 2020 | Market Perspectives
OCTOBER-NOVEMBER 2020 PORTFOLIO UPDATE Global equities disappointed in October as coronavirus cases mounted across Europe and the US. Several large economies in Europe, including Germany, the United Kingdom, France and Italy, are returning to some form of economic...
