Investment Commentary Articles

Last Week in Review – April 22, 2022

Last Week in Review – April 22, 2022

Last Week In ReviewThe major U.S. equity indexes ended last week lower. The Russell 1000 Growth Index stocks gave up more ground than its value counterpart, while the large-cap S&P 500 Index posted steeper losses than the S&P SmallCap 600 Index and the S&P...

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Last Week In Review April 15, 2022

Last Week In Review April 15, 2022

Last Week In ReviewLast week the indexes ended mixed over a holiday-shortened week, which saw the release of the first major corporate earnings reports of 2022. Value stocks continued to outperform their growth counterparts, but small-caps regained ground lost the...

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Last Week In Review April 8, 2022

Last Week In Review April 8, 2022

Last Week In ReviewLast week equity indexes finished lower for the week, with small-caps and growth stocks lagging considerably. Sector performance also varied widely within the S&P 500 Index, with the typically defensive consumer staples and health care sectors...

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Global Market Commentary March 2022

Global Market Commentary March 2022

In their worst Q1 performance since 2020, global equities ended the first quarter down -5.36% despite rallying in March 2.17%. In the U.S., both the S&P 500 and Nasdaq indices posted their first quarterly loss in two years, returning -4.95% and -9.08%...

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Last Week In Review April 1, 2022

Last Week In Review April 1, 2022

Last Week In ReviewLast week the major indexes ended mixed, with the S&P 500 Index closing out its best month since December but its worst quarter since early 2020. Cyclically sensitive stocks underperformed as investors girded for a slowdown in growth, with the...

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Last Week In Review – March 25 2022

Last Week In Review – March 25 2022

Last Week In ReviewLast week the major indexes ended higher, with the large-cap S&P 500 Index reaching its highest level since February 10. Information technology stocks outperformed, helped by gains in Apple following news of analyst expectations for strong sales...

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Last Week in Review – March 18, 2022

Last Week in Review – March 18, 2022

Last Week In ReviewLast week moved higher, ending a two-week losing streak and reclaiming much of the ground lost over the past month. Traders I spoke with said that markets were supported by multiple factors, including falling oil prices, news that Russia had avoided...

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Last Week in Review – March 11 2022

Last Week in Review – March 11 2022

Last Week In ReviewLast week, stocks moved lower and into bear market territory provoked by the Russian invasion of Ukraine. At its intraday low for the week on Tuesday, the Nasdaq Composite fell to a level that was nearly 22% below its recent peak, more than the 20%...

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Last Week in Review ā€“ March 4, 2022

Last Week in Review ā€“ March 4, 2022

Last Week In ReviewLast week stocks ended lower as investors continued to weigh developments in the crisis in Ukraine. The S&P 500 Index was dragged lower by the heavily-weighted technology, financials, consumer discretionary, and communication services sectors,...

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Global Market Commentary – February 2022

Global Market Commentary – February 2022

The Russian invasion of Ukraine sent risk assets plummeting in February as the conflict, the resulting sanctions and soaring inflation add more uncertainty to the global economic picture. The MSCI All Country World Index dropped -2.58% in February to bring YTD returns...

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Ukraine / Oil / Geopolitical Risk

Ukraine / Oil / Geopolitical Risk

As Russia invades Ukraine, the worst-case scenario has materialized. So, as I start to think about various elements, I ask myself, ā€œwhere do we go from here?ā€ The President is expected to speak early today, and the EU has an emergency summit this afternoon (6:00 pm...

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Last Week in Review ā€“ February 18, 2022

Last Week in Review ā€“ February 18, 2022

Last Week In ReviewLast week large-cap indexes suffered their second consecutive week of declines as worries over a Russian invasion of Ukraine and high inflation weighed on sentiment. A steep decrease in Meta Platforms (Facebook) weighed heavily on the communication...

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