Our Insights

Quarterly Market Insights – Fourth Quarter 2022 U.S. Markets Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year. For much of the quarter, sentiment was boosted by stronger than expected earnings, a deceleration in inflation, and a growing belief that the Fed may start to scale back on the pace of interest rate hikes.  However, the upbeat mood soured in December as recession fears were rekindled

Markets Have Challenging Third Quarter Global equity markets had a poor third quarter with all major markets in the red, leading to overall declines not seen in decades. Further, entering the fourth quarter of 2022, the DJIA and S&P 500 are both at their lowest since November 2020, while NASDAQ is at its lowest since the end of July 2020. For the third quarter of 2022: The DJIA dropped 6.7%; The S&P 500 fell 5.3%; NASDAQ lost 4.1%; and The

Markets Stumble In The Second Quarter Global equity markets had a disappointing second quarter with all major global equity markets in the red, leading to overall market declines not seen in decades. To underscore how bleak it has been so far in 2022, consider that the S&P 500 recorded its worst first six months in 52 years and the Dow Jones Industrial Average recorded its worst first six months since 1962. For the second quarter of 2022: The DJIA dropped

Year In Review 2021 was another year filled with concern, whether it was the COVID-19 pandemic, rising inflation, or the Federal Reserve and interest rates.  Even with that uncertainty, the US markets still had a very strong performance and by the end of the year: The Dow Jones Industrial Average finished up 20.95% The S&P 500 ended with a gain of 28.71% The NASDAQ was up 22.18% At the beginning of 2021, few investors expected these types of returns.  However,

Markets Reach New Highs in Q12021 Global equity markets had a choppy first quarter, but when the final Wall Street-bell tolled on March 31st, global markets had turned in some very solid performance numbers on their way to new record highs. Given that investors did see interest rates rise, oil prices jump, inflation worries reappear and continued headwinds from COVID-19 surface, the first quarter returns for the major U.S. and global, developed markets was nothing short of impressive. For the