Reading Time: 7 minutes Recapping A Challenging 2022 Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China. Inflation was a significant factor in the markets throughout the...
Reading Time: 2 minutes Monthly Market Summary The S&P 500 Index returned +5.6% during November, outperforming the Russell 2000 Index’s +2.2% return. Cyclical sectors outperformed during November, with Materials (+11.7%) and Industrials (+7.8%) as the top two...
Reading Time: 6 minutes As market turmoil and volatility continues at home and abroad, the economic landscape for investors seems to be ever-shifting. Between the raging inflation in the U.S. economy, the corresponding rate hikes from the Federal Reserve, and...
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...
