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,...
Investment Commentary Articles
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...
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...
Global Market Commentary June 2021
Global equities rose 1.36% in June to bring Q2 and YTD returns to 7.39% and 12.30% respectively. The U.S. comprises more than 58% of the MSCI ACWI All Country World Index ( ACWI), and the S&P 500 finished the first half of the year by notching its 33nd record...
Considering Our Solo Future ā From a Place of Strength
By Andrea HamiltonWe hosted a fascinating Womenās Conversation Circle last week, with a diverse group of women tackling the subject of solo aging.If you're a woman in the United States, there's a good chance you'll be on your own in your later years. Women who are...
Global Market Commentary May 2021
Global Equities finished May 2021 at an all-time high, as the MSCI ACWI (All Country World Index) gained 1.56% this month to bring YTD returns to 10.84%. In the US, the rapidly expanding economy continued to gain steam, yet markets traded mixed in the wake of more...
Global Market Commentary April 2021
Global Equities reached an all-time high on April 29th, and the MSCI ACWI (All Country World Index) finished April up 4.37% to bring YTD returns to 9.14% in 2021. The S&P 500 posted notched its fourth consecutive positive month and its best monthly return since...
Global Market Commentary March 2021
The S&P 500 closed the first quarter at a record high, climbing 4.42% in March. That brought YTD returns to 5.77%, ahead of President Joe Bidenās unveiling of a $2.25 trillion infrastructure and stimulus spending program after the trading close on March 31st. The...
What We Learned at Perigon’s First Women’s Circle
By Mary Ballin, Andrea Hamilton and Rachel ElsonWhy do we believe what we do about money? And when is it appropriate ā or important ā to revise those beliefs?That was the topic when Perigon hosted its first Women's Conversation Circle this month. We've created these...
Global Market Commentary February 2021
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,...
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 ā the S&P 500, Dow Jones, and Nasdaq ā also closed the...