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Global Market Commentary – April 2022
Global equities tumbled 8.00% in April to bring their YTD return down to -12.94%, the second worst 4-month start to a year in the history of the MSCI All-Country World Index (lagging only the 2020 Coronavirus outbreak by a half of a basis point). Risk assets fell in...
Last Week in Review – April 29, 2022
Last Week In ReviewLast week the major indexes endured a fourth consecutive week of losses. Growth fears were compounded by some disappointing earnings results from Amazon.com, which has a heavy weighting (price-weighted) in many major indexes. The S&P 500 Index...
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...
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...
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...
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%...
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...
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...
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...
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%...
Last Week in Review – 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,...
ESG and Sustainable Investing is a Craze? Well, We Disagree
You may have seen a recent series in the Wall Street Journal critiquing ESG and sustainable investing as a ‘craze’. Well, we disagree, and here’s a thoughtful response from Morningstar’s director of ESG research Jon Hale. Read the full article on Morning Star's...