The first half of 2023 has brought some much-needed relief to investors, with equity markets posting positive returns despite inflation concerns and aggressive rate hikes by the Federal Reserve (the “Fed"). However, the fact that the Fed appears committed to keeping interest rates higher for longer raises concerns about the increasing likelihood of a future [...]
Despite the sudden failures of Silicon Valley Bank and Signature Bank of New York, the government's quick response boosted confidence in the banking system, resulting in modest gains for both stocks and bonds. However, the unintended consequences of the Fed Reserve's actions have posed challenges in controlling inflation without causing economic slowdown, with potential risks [...]
The key to successful investing is creating and adhering to a thoughtfully constructed long-term investment plan based on your financial position, risk tolerance and investment timeline. Extended bouts of volatility like we have experienced over the past nine months should not alter an established, diversified approach designed to meet your long-term investment goals. Read [...]
The key to successful investing is creating and adhering to a thoughtfully constructed long-term investment plan based on your financial position, risk tolerance and investment timeline. Extended bouts of volatility like we have experienced over the past nine months should not alter an established, diversified approach designed to meet your long-term investment goals. Read [...]
It’s important to remember that recessions are a normal part of the economic cycle. Recessions are not a matter of “if ” but simply a matter of “when” they will occur. The news media often portray them as a catastrophe, but the reality is that every economic cycle ends in a recession, allowing any excesses [...]
In 2021, the economy grew at a robust 5.7% as measured by Gross Domestic Product (GDP). This pace of economic growth is expected to slow considerably in 2022 due to waning fiscal stimulus and heightened inflationary pressures. While we believe that inflation in the U.S. has likely peaked, it appears that it will take much [...]
Markets are facing the most uncertainty since the start of the COVID-19 pandemic, as the implications from the war in Ukraine complicates the course of Fed policy. Until there is more clarity on a resolution between Russia and Ukraine, we expect to see increased levels of volatility across all asset classes. In addition, we would [...]
Volatility has picked up across both stocks and bonds as investors continued to come to grips with the Federal Reserve’s (Fed) hawkish policy shift, still elevated inflation, and Omicron’s dampening impact on economic activity. The S&P 500 fell for the third straight week through January 21st and is now down - 8.3% from its January [...]
Markets have exhibited very impressive resilience since the pandemic began and that remained the case throughout the fourth quarter and all of 2021, as the strength of the U.S. economy and corporate America helped produce another year of substantially positive returns in stocks. That resilient nature is expected to support markets and the economy as [...]
For the better part of the past year and a half, equity markets have been on an upward trajectory despite the impacts of the pandemic. Yet September brought a month of volatility. Even with this news, we believe the outlook for equities continues to be positive. Read the Newsletter