Reading Time: 2 minutes November 2022 Market Summary The S&P 500 Index returned +8.1% during October, underperforming the Russell 2000 Index’s +11.2% return. Energy (+25%) was the top-performing sector as the price of oil rose +8.9%, with Industrials (+13.9%) and...
Reading Time: 8 minutes Market Searches for Direction During Third Quarter At the risk of being repetitive, financial markets were unsettled and volatile during the third quarter. In a continuation of the year-to-date trend, the stock market’s trend changed multiple...
Reading Time: 4 minutes After a tumultuous first half for public markets in 2022, many investors are understandably on edge. There are geopolitical conflicts, record inflation, supply chain and labor concerns, and it seems like every talking head mentions an impending...
Reading Time: 6 minutes For most Americans, few of us have ever known a stagflationary macroeconomic environment. And for over a decade, the U.S. has benefited from consistent (if at times low) GDP growth, with only brief and temporary blips along the way. While we...
Reading Time: 6 minutes Accelerating inflation, monetary tightening, slowdowns in GDP growth, and widening credit spreads: for the fixed income investor, the future is not looking bright. As any savvy bond trader or investor knows, the price of a fixed-rate investment...
