Market Insights
Quarterly market, equity and fixed income insights.
Quarterly Market Perspectives
- The Big Surprise in 2023 (Q4, 2023)
- Over Time, the Mean Reversion is Inevitable (Q3, 2023)
- Is the End of the Tightening Cycle Near? (Q2, 2023)
- How Resilient is the U.S. Economy? (Q1, 2023)
- Inflation: A Stubborn Adversary (Q4, 2022)
- Inflation Complicates Fed Monetary Stance (Q3, 2022)
- A Closer Look at U.S. GDP and Concerns of a Recession (Q2, 2022)
- Can the Fed achieve a Soft Landing of the U.S. Economy? (Q1, 2022)
- Staying the Course With Patience and Vigilance (Q4, 2021)
- Economic Resilience Translates into Higher Bond Yields (Q3, 2021)
- Will Lingering Investor Sentiment Set the Tone for 2021? (Q2, 2021)
- What Strong Corporate Earnings Mean for the Markets (Q1, 2021)
- Unprecedented Stimulus: What Does this Mean for the Markets? (Q4, 2020)
- Implications of a Biden versus Trump Victory (Q3, 2020)
- Demystifying the Optimistic Mood of the Markets (Q2, 2020)
- Making Sense of It All (Q1, 2020)
- The Bull Market Lives to See Another Day (Q4, 2019)
- The Possibility of a far greater progress still (Q3, 2019)
- Wall of Worries Curbs Investor Enthusiasm (Q2, 2019)
- Slowing, but Growing: the World Remains Intact (Q1, 2019)
- The Only Thing We Have to Fear is Fear Itself (Q4, 2018)
- The Buyer of Long-Term values Befriends Uncertainty (Q3, 2018)
- “It is the Set of Sails, Not the Direction of the Winds, That Determines Which Way We Will Go.” (Q2, 2018)
- Ever-Changing Global Conditions Require that Investors Can Adapt to Change (Q1, 2018)
- Buy and Sell Decisions: Fueled by Emotion or Logic? (Q4, 2017)
- Investors Should Stay Focused on Key Market Indicators (Q3, 2017)
- Slow and Steady… And Avoid the Crowds (Q2, 2017)
- Looking Back for Lessons in Moving Forward (Q1, 2017)
Equity Investment Insights
- The Rationale for a Sound Investment Approach (Q4, 2023)
- The Resiliency of the Economy (Q3, 2023)
- The Pause that Refreshes (Q2, 2023)
- Cutting through the Noise in Our Investment Strategy (Q1, 2023)
- A U.S. Economy more Resilient than Expected? (Q4, 2022)
- A Positive Outlook for Value Orientation (Q3, 2022)
- The Economic Landscape for Equity Investing (Q2, 2022)
- Oversold Markets Shake Any Excesses (Q1, 2022)
- The U.S. Economy Beyond Omicron (Q4, 2021)
- An Early/Mid-Cycle Pause (Q3, 2021)
- Positioning Portfolios to Endure Periods of Uncertainty (Q2, 2021)
- Can the Recovery Continue at Sustainable Levels? (Q1, 2021)
- A Strong GDP Rebound Poised for 2021(Q4, 2020)
- Is Our Economic Recovery contingent on Combatting COVID-19? (Q3, 2020)
- A Closer Look at the Market during Presidential Cycles (Q2, 2020)
- Investing in a New Reality (Q1, 2020)
- With Fed on Hold, Stock Market More Reliant Upon Earnings Growth (Q4, 2019)
- Moderate Global Growth, A Strong Consumer and Low Interest Rates Support a Preference for Stocks (Q3, 2019)
- Consumer Confidence Resilient in the Face of Uncertainty (Q2, 2019)
- The Longest Post-Depression Expansionary Period – What Comes Next? (Q1, 2019)
- “Panic Attack” Corrections Don’t Always Portend a Bear (Q4, 2018)
- Is Volatility Here to Stay? (Q3, 2018)
- After a Decade of Consecutive Positive Stock Market Returns What’s Next? (Q2, 2018)
- Growing Uncertainty has Intensified Market Gyrations (Q1, 2018)
- Optimism Revisited in 2018 (Q4, 2017)
- The Stock Market Shrugs Off Plethora of Uncertainties (Q3, 2017)
- The Global Economy is Running on All Cylinders (Q2, 2017)
Fixed Income Insights
- Setting the Stage for Economic Growth (Q4, 2023)
- Opportunities on the Horizon? (Q3, 2023)
- Positioning for a Soft Landing (Q1, 2023)
- Is a Soft Landing on the Horizon? (Q4, 2022)
- Strategies for an Uncertain Environment (Q2, 2022)
- The Great Monetary Accommodation Unwind is Finally Underway (Q4, 2021)
- The Fed: An End to “Transitory” Inflation? (Q3, 2021)
- Negative Real Yields Re-Examined (Q2, 2021)
- A Secular Upshift in Inflation? (Q1, 2021)
- Challenging Times for Bonds Continues (Q4, 2020)
- A Challenging Environment for Bonds Ahead? (Q3, 2020)
- A Bubble in the Bond Market? (Q2, 2020)
- Fixed Income Markets at the Onset of COVID-19 (Q1, 2020)
- Looking Ahead at the Fixed Income Markets (Q4, 2019)
- Monetary Policy Moves to the Sidelines in 2020 (Q3, 2019)
- The Fed: To Cut or Not To Cut (Q2, 2019)
- Pivotal Shifts Made by the ECB and the Fed (Q1, 2019)
- Rising Rates Remain at Forefront of Investors’ Minds (Q4, 2018)
- Taking a Closer Look at the Yield Curve (Q3, 2018)
- The Fed’s Balancing Act (Q2, 2018)
- Is the Shift to Tighter Monetary Policy Upon Us? (Q1, 2018)
- An Overview of the Fixed Income Markets (Q4, 2017)
- Economic Variables and World Events Continue to Aggravate Investor Anxiety (Q3, 2017)
- While We Don’t Believe We’re on the Brink of a Recession, Many Events Could Create Investor Uncertainty (Q2, 2017)
- The Global Outlook for Growth Appears to be Keeping Inflation in Check (Q1, 2017)
Topics of Interest
- Performance Benchmark Overview (November, 2023)
- The Fed Focus on Financial Markets (Q1, 2023)
- A Perspective on Market Risks & Rewards (December 13, 2022)
- Should Investors Brace for a Pending Recession? (September 19, 2022)
- Putin or Powell: Who Matters More for the Equity Markets? (April, 2022)
- A Closer Look at the U.S. Dollar Currency (March, 2022)
- Initial Thoughts on the Ukrainian Crisis (February 24, 2022)
- The Tug-of-War in Normalizing Economic Policies (February, 2022)
- Thoughts on Market Volatility (January, 2022)
- Implications of an Adjustment in the Corporate Tax for U.S. Equities (April, 2021)
- Rising Rates Putting Pressure on Equity Markets? (March 10, 2021)
- Pre-Election Thoughts As We Watch Closely (November 2, 2020)
- Gold Revisited: Ideology vs. Evidence (August 26, 2020)
- Mixed Signals: A Robust Employment Report Versus Market Turmoil (June 15, 2020)
- A Bear Market Bottom? (March 30, 2020)
- Our Perspective on These Unsettling Times (March 16, 2020)
- COVID-19 Outbreak Triggers Market Sell-off (March 11, 2020)
- Putting the Current Volatility into Perspective (February 27, 2020)
- Far-Reaching Implications of a Coronavirus Pandemic (January 31, 2020)
- An Escalation of the U.S.-Iran Conflict (January 8, 2020)
- The Case of China’s Currency Devaluation (August 6, 2019)
- A Mid-Year Look Back, and Forward (July, 2019)
- Do Energy Prices Portend Global Growth Headwinds? (December 4, 2018)
- Does a Yield Curve Inversion Foretell Recessions? (December 6, 2018)
- Recession Fears Overdone? (December 20, 2018)
- Thoughts on Market Volatility (October 16, 2018)
- Global Trade: Too Early to Judge (June 12, 2018)
- Global Trade Worries Spook Markets (April 5, 2018)
- Putting Stock Market Volatility in Perspective (February 6, 2018)
Market insights dating back to 2001 are available upon request. Please contact us for more information.