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We continue to see significant volatility in both equity and fixed income markets. Recent talking points haven’t changed much, with the significant shift in global monetary policy the primary driver of negative sentiment. The biggest reason for this policy shift is, of course, inflation. Some of the key points for May’s update are: Consumer prices…

We continue to closely monitor the situation in Ukraine and hope for positive developments in ceasefire talks. While we await further developments from Ukraine, domestic markets have shifted focus to issues like inflation and Federal Reserve policy. However, we still believe the rate of inflation will slow towards the end of this year. Some of the…

Top of mind right now is the ongoing situation in Ukraine, as the invasion of Ukraine by Russia has already brought about significant changes to the geopolitical and market landscape. Energy and commodity prices have moved higher as tensions escalated and sanctions targeting energy added even more upward pressure on prices. However, we still believe the rate of…

We expect inflation and the Federal Reserve’s policy response to inflation to be key drivers of equity and fixed income market performance throughout this year. We have taken steps to reduce our exposure to assets that are likely to be most negatively impacted by rising rates, both for equities and for fixed income. While inflation…

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: ·  Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater…

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater impact…

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy later this year, but this will not create overly tight conditions. This move should help slow down the rate of inflation, but supply chain congestion and rising wages will continue…

We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. The Federal Reserve is likely to announce plans to begin a slow reversal of its accommodative policy stance, but…