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Both global equity and fixed income markets produced negative returns over the 3rd quarter as market participants recalibrated growth and policy expectations. From a macroeconomic standpoint, the trends from the 2nd quarter continued into the 3rd. Growth in…
The final quarter of 2023 brought a welcome relief rally for investors, capping off a strong calendar year return for risk assets. After the slight reality check in the 3rd quarter, growing excitement that central banks may cut interest rates sooner…
Global equity markets continued to climb the wall of worry in the 2nd quarter. The banking stress in the aftermath of the SVB failure seems to have resulted in limited lending restraint thus far. Additionally, the bipartisan agreement to suspend the US debt ceiling until 2025 means…
Market narratives and asset prices fluctuated throughout the 1st quarter as market participants were forced to adjust to a rapidly shifting investment landscape. In January, risk assets rallied on the idea of an immaculate disinflation characterized by resilient global growth…
2022 brought a decidedly sharp end to the post-pandemic bull market. What markets originally thought would be a gradual central bank tightening campaign turned into the fastest series of rate hikes in history. The year was dominated by the shift higher in interest rates and its impact across all financial markets as risk assets repriced dramatically.
A Change in Federal Reserve Policy – For much of the last 10 years, investors have become accustomed to a Federal Reserve that would step in to support the economy…
U.S. equities delivered strong performance in the final three months of the year, with the S&P 500 returning 11.0%. Intermittent volatility during the quarter, due to…
The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for retirement plans and other retirement-related items for Tax Year 2023.
