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Insights & Education


January 2024 Monthly Commentary
The start of 2024 brought about a sense of uncertainty following the robust performances witnessed across various market sectors
Feb 27, 2024


December 2023 Monthly Commentary
December marked another significant month in a historic two-month rally to conclude 2023.
Feb 27, 2024


November 2023 Monthly Commentary
November saw robust market rallies in both equity and fixed income markets.
Nov 29, 2023


October 2023 Monthly Commentary
In October, primary US markets faced continued challenges, largely due to the sobering realization of another conflict in the Middle East.
Oct 30, 2023


September 2023 Monthly Commentary
In September and throughout the third quarter, we were reminded that increased interest rates can have a significant impact on global market
Sep 29, 2023


June 2023 Monthly Commentary
As the first half of 2023 is behind us, equity markets proved the most resilient.
Jun 29, 2023


May 2023 Monthly Commentary
Fiscal policy drove the bond market last month, AI drove equity markets. After an expected early month Fed rate hike (to 5%-5.25%).
May 30, 2023


April 2023 Monthly Commentary
Markets rebounded as investors re-focused on earnings, economic and inflation data.
Apr 29, 2023


March 2023 Monthly Commentary
“March Madness” will probably be a widely used moniker for the last month in financial markets.
Mar 30, 2023


February 2023 Monthly Commentary
Equity and fixed income markets showed some mean reversion last month after a stellar start to the year.
Feb 27, 2023


January 2023 Monthly Commentary
Both equity and bond markets notched excellent January returns to kick off 2023.
Jan 30, 2023


December 2022 Monthly Commentary
Both equity and bond markets reversed course from November’s rally.
Dec 30, 2022
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