Investment Commentary Articles

Last Week in Review ā€“ February 11, 2022

Last Week in Review ā€“ February 11, 2022

Last Week In ReviewVolatility continued last week, as the large-cap indexes ended the week lower, while the S&P Midcap 400 and small-cap Russell 2000 indexes recorded modest gains. The technology-heavy Nasdaq Composite fared worst and ended the week down roughly...

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Last Week in Review – February 4, 2022

Last Week in Review – February 4, 2022

Last Week In ReviewLast week equity markets remained volatile but recorded overall gains for the second consecutive week. Breaking with a pattern of value outperformance mainly in place since November, growth and value shares performed similarly, while mid-and...

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Global Market Commentary – January 2022

Global Market Commentary – January 2022

Global markets got off to a rough start in 2022 as the MSCI All-Country World Index fell -4.91% in January, its worst monthly performance since March 2020. The MSCI EAFE index dropped -4.86% and the S&P500 was down -5.26%, while the Russell 2000 Small Cap index...

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Last Week in Review – January 28 2022

Last Week in Review – January 28 2022

Last Week In ReviewLate gains last week helped the large-cap benchmarks move higher, but not before most major indexes moved temporarily into correction territory or down more than 10% from recent highs. The small-cap Russell 2000 Index lagged and ended the week down...

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Last Week in Review ā€“ January 21, 2022

Last Week in Review ā€“ January 21, 2022

Last Week In ReviewLast week, rising interest rate fears and growth worries pushed the S&P 500 Index to its most significant decline over the holiday-shortened week in more than 14 months. (Markets were closed last Monday in observance of the Martin Luther King,...

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Last Week in Review – January 14, 2022

Last Week in Review – January 14, 2022

Last week the large-cap indexes recorded their second consecutive weekly loss to start the yearā€”and the technology-heavy Nasdaq Composite its thirdā€”as the unofficial start of earnings season began. Financials shares came under pressure on Friday as JPMorgan Chase and...

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Last Week in Review – January 7, 2022

Last Week in Review – January 7, 2022

Last week stocks backed away from record highs as longer-term bond yields increased. Expectations for higher interest rates took a particular toll on growth stocks and the technology-heavy Nasdaq Compositeā€”which suffered its most significant weekly decline in nearly a...

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Global Market Commentary December 2021

Global Market Commentary December 2021

Global equities gained 4.00% in December to finish up 18.54% for the year, their best annual gains since 2019 ā€“ notwithstanding the COVID-19 pandemic-induced global recession. The MSCI All Country World Index (ACWI), which comprises U.S., developed and emerging market...

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Global Market Commentary November 2021

Global Market Commentary November 2021

Global stocks hit an all-time high on November 16th only to sell off and finish the month down -2.41% amid fears about the new Covid omicron variant and further impediments to global supply chains. Despite that, the MSCI All-Country World Index is up 13.98%...

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Global Market Commentary October 2021

Global Market Commentary October 2021

Global Equities traded at all-time highs this month; the MSCI All-Country World Index gained 5.10% in October to bring returns to 16.79% so far in 2021. U.S. large-cap stocks drove returns as the S&P 500 and Nasdaq 100 finished out October at all-time highs,...

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Global Market Commentary September 2021

Global Market Commentary September 2021

Global Equities fell -4.13% in September as rising rates, inflation fears and concerns about the Chinese property market shook investors. After a rough month, the MSCI All Country World Index (AWCI) slipped -1.05% during the quarter but remains up 11.12% YTD. In the...

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Global Market Commentary August 2021

Global Market Commentary August 2021

Global Equities gained 2.50% to finish August at their all-time high and to bring YTD returns to 15.91%. In the US, the S&P 500 Index notched its 53rd record close in August, clinching its highest number of records in a calendar year. The US Large Cap stock...

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