Q1 2022 Market Outlook

Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs.  2021 was a tale of three stories.  In the first part of the year, markets were driven higher led by cyclicals and small caps.  Then came fears over the delta...

Q3 2021 Global Asset Allocation Views

Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter.  The latest grind higher was led by big tech after...

Don’t Stop Believin’

Don’t Stop Believin’ The year 2019 seamlessly gave way to 2020. Many individuals around the world traveled extensively, enjoyed time with family, and grumbled about their daily commute to and from their 9-5 jobs. What happened in March significantly impacted everyone...

Q1 2021 Global Asset Allocation Views

Q1 2021 Global Asset Allocation Views Review The global economy showed resilience throughout the COVID-19 crisis of 2020, supported by a policy fueled recovery The roll-out of effective vaccines provides a light at the end of the tunnel Large household savings...

Global Asset Allocation Views – Q4

Global Asset Allocation Views Q4 2020 3rd Quarter Recap S. stocks have made up significant ground since the March lows, even hitting all-time highs. Vaccine outlook and better therapeutics had been a key driver during the quarter. Markets appear to have turned a...