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...
Reading Time: 3 minutes September 2022 Market Summary The S&P 500 Index returned -4.1% during August, underperforming the Russell 2000 Index (-2.0%) for a second consecutive month. Energy (+2.7%) was the top-performing S&P 500 sector during August despiteoil...
Reading Time: 4 minutes July 2022 Market Summary The S&P 500 Index produced a +9.2% total return during July, underperforming the Russell 2000 Index’s +10.6% total return. All eleven S&P 500 sectors produced positive returns during July. Consumer Discretionary...
