Q2 2022 Market Commentary
2022 has been a rare year in the markets as both stocks and bonds are down simultaneously. The second quarter was tumultuous as global markets battled with stubbornly higher prices, continuing supply constraints, cooling economic data, and elevated interest rates. Stateside, the Federal Reserve took decisive action in their attempt to curb the strongest inflation […]
Q1 2022 Market Commentary
2022 is off to a rocky start with inflation, economic growth, and the trajectory for higher policy interest rates remaining at the forefront of investors attentions. Russia’s invasion of Ukraine and further Omicron outbreaks in China delayed supply chain normalization, while also impacting inflation and economic growth expectations. Inflation concerns have kept the Federal Reserve […]
Q4 2021 Market Commentary
Global equities performed well in the final quarter of 2021 as investors focused on positive economic data and corporate earnings projections. The newest Covid variant dented sentiment during November, but the lack of information on the severity of the variant allowed investors to look past the short-term risks and remain focused on a positive outlook. […]
Q3 2021 Market Commentary
Global markets fell in Q3 as the post-COVID recovery showed signs of losing momentum in many parts of the world. Declining central bank support, inflationary pressures, geopolitical issues, and a repricing of global market risks pushed interest rates higher which weighed on both bond and stock returns. Domestically, politics and policy headlines dominated market sentiment […]
Q2 2021 Market Commentary
Global markets continued climbing higher as we saw another good quarter in Q2. Re-openings and vaccine rollouts continued to fuel growth and positive sentiment for both the economy and the markets. Leading indicators hit multi-year highs across many countries and strong GDP growth projections helped consumer confidence reach levels not seen since before the pandemic. […]
Q1 2021 Market Commentary
Global equity markets carried over positive momentum from Q4 into the new year, as investors continued to buy into the vaccination and reopening narrative. By the end of the quarter, over 17 million COVID vaccines were being administered per day. The rapid rollout increased optimism that the world would be returning to normal in the […]