Q1 2022

Q1 2022 Market Commentary

2022 is off to a rocky start with inflation, economic growth, and the trajectory for higher policy[…]

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2022 Market Outlook – Threading The Needle

2022 will be a defining point in the current market cycle. The world is finally moving past[…]

Q4 2021

Q4 2021 Market Commentary

Global equities performed well in the final quarter of 2021 as investors focused on positive economic data[…]

Q3 2021

Q3 2021 Market Commentary

Global markets fell in Q3 as the post-COVID recovery showed signs of losing momentum in many parts[…]

Q2 2021 equity factor returns

Q2 2021 Market Commentary

Global markets continued climbing higher as we saw another good quarter in Q2. Re-openings and vaccine rollouts[…]

Q1 2021 equity factor returns

Q1 2021 Market Commentary

Global equity markets carried over positive momentum from Q4 into the new year, as investors continued to[…]

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2021 Market Outlook – The Great Reset

The roaring ’20s are back. The global response to COVID from governments and central banks hit the[…]

Evette Hiring Announcement

Introducing Evette Mock-Hernandez, Senior Relationship Manager

Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s[…]

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CARES Act and SBA Relief Programs Offer Support During the Crisis

Help From The Hill The coronavirus pandemic has quickly changed life around the world, impacting individuals, families,[…]

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The Evolution of AI + Predictive Analysis – Part 1

A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a[…]