The third quarter saw muted returns after the economic reopening story, and accommodative government policies helped drive strong returns in the...
Third Quarter 2021 Market Overview
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Second Quarter 2021 Market Overview
The second quarter of the year saw strong market returns once again, fueled in part by both a reopening economy and loose monetary and fiscal...
First Quarter 2021 Market Overview
In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a...
Fourth Quarter 2020 Market Overview
2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc...
Third Quarter 2020 Market Overview
The third quarter felt like a roller coaster ride for investors, as optimism around lessening state restrictions and hope for another round of...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and...
First Quarter 2020 Market Overview
The beginning of the year feels like so long ago that it may be hard to remember investors entered January with a sense of optimism. The US and...
Two Crises and Long-Term Changes
Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons. As our...
Fourth Quarter 2019 Market Summary
In many ways, 2019 was a year of records. In just twelve months, the S&P 500 Index, which represents US large-cap stocks, closed at record highs...