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2023 Outlook: The Year of Dispersion January 2023
The primary forces weighing on markets last year were inflation, geopolitical issues, and monetary policy. The pandemic continued to echo through the global economy through lock-downs in Asia and supply…
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Monthly Investment Update February 2023
Markets rallied in January as investors turned optimistic that inflation may be abating, the US Federal Reserve may soon pause its campaign of raising interest rates, and the economy has…
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Monthly Investment Update March 2023
In February, markets gave back some of their January gains as consensus expectations for interest rates moved higher. In other words, the US Federal Reserve may have more work to…
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Monthly Investment Update April 2023
We may have seen our last Federal Reserve interest rate increase for this cycle as a result of fading inflation and the banking crisis in March which served to tighten…
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Monthly Investment Update May 2023
A handful of large US technology companies have driven the market higher this year while the return for the average company is relatively flat.
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Monthly Investment Update June 2023
Enthusiasm for artificial intelligence, amongst other factors, seems to be driving large technology companies significantly higher in 2023.
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Mid-Year Investment Update July 2023
Markets have staged a robust recovery in 2023. Through mid-year, large US companies, as measured by the S&P 500 index, have gained 17%, led by technology stocks.
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The Psychology of Money July 31, 2023
Much like any subject matter these days, there is no shortage of expert advice offered up by the financial industry via traditional and social media sources.
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Monthly Investment Update September 2023
Market Performance: Strong gains so far this year in large technology companies, with NASDAQ 100 Index up over 40% year-to-date, but mixed performance in other categories like dividend-paying and small…
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Geopolitics: From Coordination to Competition March 29, 2023
The period of globalization following World War II brought great economic prosperity and raised the standard of living in many parts of the world.