October returns were largely negative for the stock and bond market but are still up significantly over the past year. Investors are being barraged with a high level of noise…
As we exit the third quarter, many global assets are positive in performance with some exceeding record levels on a recurring basis. The S&P 500 has hit several all-time highs…
Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month based on economic data that was considered disappointing. Fears of investors quickly…
The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is that this rotation was based on a…
by Jeremy Bryan, CFA The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of artificial intelligence (AI),…
by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…
Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as recent data points were…
Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack. Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…
The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…
In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…