In 2022, the US Federal Reserve (“Fed”) began an aggressive cycle of interest rate hikes, aiming to curb inflation, which soared to multi-decade highs. Over the past two years, the…
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…
As the summer fades, and we slowly shift into the pumpkin and apple picking season, September marks the beginning of fall. For investors, September has been a month of unease…
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…
For the last 30 years, the annualized return of the S&P 500 index has been 10.5%.1 However, the S&P 500 rarely goes up in a linear fashion and often achieves this…
by Tyler Ellegard, CFA The post-COVID 19 era of housing has been a unique time in history. We’ve gone from all-time low rates (creating nearly unprecedented bidding wars) all the…
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 Lisa Schreiber The yield curve, as of June 2024, has been inverted for the most extended period in history. This is important because an inverted yield curve is said…
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…