2022 was a year for the history books, it was the first year since the 1870s that both U.S. stocks and long-term bonds fell more than 10% in the same…
Read More
Equity markets continued their recovery from October’s lows, with developed market equities gaining 7% and emerging market equities rallying by nearly 15%. For the month, on a total return basis…
Read More
Our thanks to you for abiding with us through this tumultuous year. Looking forward to a prosperous and healthy 2023.
Read More
For the month of August, the S&P 500 fell 4.24%% and the Nasdaq Composite fell -4.50% (USD). The best-performing sector was energy, up 3.13% (USD). The two worst-performing sectors were…
Read More
After a strong rally in equity and bond markets in July, both sold off sharply again in August and September. Overall, developed market equities fell 6% (USD) over the quarter…
Read More
For the month of August, the S&P 500 fell 4.24%% and the Nasdaq Composite fell -4.50% (USD). The best-performing sector was energy, up 3.13% (USD). The two worst-performing sectors were…
Read More
Earnings pushed back the bear in July, with the S&P 500 ending the month up 9.19% (USD). The Dow Jones Industrial Average (.DJI) rose by 6.73% (USD) for the month…
Read More
Quarter 2 2022 continued the downward movement seen in Quarter 1 with both shares and bonds coming under increased pressure in the second quarter as investors moved to price in…
Read More
After a difficult April, investors gained some relief thanks to a brief market rally over the last few days of the month. The rally saw the major stock indices end…
Read More
The start of a new quarter did not bring a new market perspective unfortunately. March’s positive performance was followed by extremely poor performance in April. Pessimism remains, with slight earnings…
Read More
