Insights & Education

Welcome to our inaugural Piton Podcast where we will review 2023 and share our outlook for 2024.

November saw robust market rallies in both equity and fixed income markets.

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

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

As the first half of 2023 is behind us, equity markets proved the most resilient.

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

Markets rebounded as investors re-focused on earnings, economic and inflation data.

“March Madness” will probably be a widely used moniker for the last month in financial markets.

Equity and fixed income markets showed some mean reversion last month after a stellar start to the year.

Both equity and bond markets notched excellent January returns to kick off 2023.