A runup in interest rates cooled a rally in global stocks this month. The MSCI All-Country World Index (ACWI) hit an all-time high on February 16 and was up over 6.60% mid-month, only to finish February with a more modest 2.32% gain. Inflation worries heightened,...
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Global Market Commentary January 2021
Global equities started the New Year strong, but then faltered by month's end. As of January 21, the MSCI All-Country World Index was up 3.75% for the month and making new all-time highs -- but then sold off and finished the month down 0.45%. In the U.S., the S&P...
Global Market Commentary December 2020
A chaotic 2020 came to a close with global equities climbing 4.64% in December. They ended the year up 16.25%, as the MSCI All-Country World Index (ACWI) finished at an all-time high. The three US bellwethers — the S&P 500, Dow Jones, and Nasdaq — also closed the...
Global Market Commentary November 2020
Global equities just experienced a November to remember: The MSCI All-Country World Index (ACWI) jumped 12.33% to record its best month since the index launched back in 1969, as investors rode a wave of upbeat news about impending COVID-19 vaccines. Two U.S....
Global Market Commentary September 2020
Global equities experienced their first monthly decline in five months, falling 3.22% in September, but still managed to post an 8.13% return for the third quarter (Q3). That's especially impressive considering the economic havoc the coronavirus pandemic has brought...
Global Market Commentary August 2020
Global equities continued their climb in August: The MSCI All-Country World Index posted a 6.12% return for the month, besting even the impressive 5.28% return in July. In the U.S., the large-cap S&P 500 Index hit an all-time high and posted its best August...
Summer Streets Program #2 – Options Trading
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFA® talking about Options Trading as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Summer Streets Program #1 – Alternative Investments
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Global Market Commentary July 2020
Momentum in global equities continued in July with a 5.28% gain following the 19.2% Q2 return. However, markets continued to show a lopsided rally, with the majority of those gains coming from a handful of the largest names in the U.S. Amazon, Apple, Facebook, and...
Global Market Commentary June 2020
Perigon’s Investment Committee provides an easy-to-digest summary of what happened in global markets during the month of June.
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Global Market Commentary February 2021
A runup in interest rates cooled a rally in...
An Invitation to Perigon's New Women's Conversation Circles
Perigon is launching its new Women's...
Global Market Commentary January 2021
Global equities started the New Year strong, but...
The Way Forward—Integrating ESG to Generate Alpha & Mitigate Risk for Desired Outcomes
Now available on-demand Barron’s Advisor...
Global Market Commentary December 2020
A chaotic 2020 came to a close with global...
Global Market Commentary November 2020
Global equities just experienced a November to...