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 rates (the...

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...

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...

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...

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...

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...

OCTOBER 2020 PORTFOLIO UPDATE September was a volatile month across the globe as many markets pared strong advances achieved in the wake of March’s pandemic-induced lows. In the US, the technology-laden NASDAQ Composite Index entered correction territory declining...

OCTOBER 2020 PORTFOLIO UPDATE September was a volatile month across the globe as many markets pared strong advances achieved in the wake of March’s pandemic-induced lows. In the US, the technology-laden NASDAQ Composite Index entered correction territory declining...

PORTFOLIO UPDATE – SEPTEMBER 2020 In the latter part of July, our third party asset management firm Wilde Capital Management increased its conviction in risk assets across our asset allocation portfolios in recognition of the confluence of the early stages of economic...