Insights & Education

November was full of market volatility led by global interest rates.

Equity markets regained their dominance for the year, posting the best monthly performance of 2021, following the worst monthly performance

September proved to be a cautionary month for both equity and fixed income markets.

The equity market run-up continued in August as liquidity continues to drive investment.

July was a positive month - economic growth was solid, initial stages of a compromised infrastructure bill boosted equities.

Summer began with choppy markets as the FOMC gave markets a small pivot at their June meeting.

May 2021 may be remembered as the “great unmasking” in the U.S. Markets continued to grind higher thanks to abundant liquidity.

The strong economic backdrop, sharp rebound in demand year-over-year, good corporate earnings reports, and positive vaccination.

March put an exclamation point on the major macro trends we have seen in the markets over the last several months.

Equity markets rebounded nicely for most of February but hit a wall as the Treasury market took center stage. The S&P finished up +2.76%...

Equity markets were off to a sluggish start in 2021.

Equity markets rallied sharply in December on the back of another tranche of economic stimulus.