Insights & Education

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.

Global equity markets rallied in November, notching the best November on record for the last 20 years.

October was primarily driven by position posturing into the highly contested US presidential election.

The third quarter of 2020 was the second straight quarter of solid gains for risk assets.