Market predictions are alluring; we all want to have answers in the face of an unknowable future. The logic is simple if we can accurately predict what comes next in the economy or in the stock market…
Investment Commentary Articles
Global Market Commentary December 2023
Global stocks finished 2023 with a nine-week winning streak, ending December up 4.80%, a gain of 11.03% for the fourth quarter and up 22.20% for the year
Global Market Commentary November 2023
Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high.
Global Market Commentary October 2023
Global stocks represented by the MSCI All Country World Index (ACWI) fell 3.01% in October, the first three-month losing streak for the index since March 2020 when the World Health Organization declared Covid a pandemic.
Global Market Commentary ā September 2023
Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...
CIO Quarterly Update – Q4 2023 Looking Beyond the Headlines
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.
Global Market Commentary ā August 2023
Global equities slipped 2.79% in August, yet the MSCI All Country World Indexās (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year.
Listen To The Latest RIA Edge Podcast Featuring Perigon’s CEO Arthur Ambarik
Arthur Ambarik shares the story of Perigonās evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Global Market Commentary ā July 2023
Global stocks added 3.66% in July to bring their 2023 return to 18.11% YTD ā marking the MSCI All Country World Indexās (ACWI) best year-to-date gain since 2009 when markets recovered from the global financial crisis.
Global Market Commentary ā June 2023
Global stocks rallied to finish the month up 5.81% and the quarter up 6.18%, and closing the first half of 2023 up 13.93%. It was the second-best start to a year since the inception of the
Global Market Commentary ā May 2023
As the United States teetered on the possibility of defaulting on its sovereign debt during tense weeks in May, global equities slipped -1.07% in May bringing the MSCI All Country World Index (ACWI) return to 7.68% so far in 2023.
Global Market Commentary ā April 2023
Global Equities gained 1.44% in April to bring their YTD returns to 8.85%. In the U.S., markets were mixed. The Dow Jones Industrial Average posted its best month since January, climbing 2.48%.