Investment Commentaries
Q1 2024 Market Commentary
Source: Morningstar; Russel, MSCI, Dow Jones, Bloomberg, ICE BoA ML benchmarks shown; past performances is not indicative of future results. Q1 2024 by the numbers An update on US inflation and the Fed For at least the last year we have spoken about the three P’s of Federal Reserve interest rate policy: pace, pause, and […]
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Q4 2023 Market Commentary
2023 by the numbers Forecasters don’t have a working crystal ball At the end of each year, it is common for economists and market strategists to make their predictions for the upcoming year. While we are confident that the people making these predictions are indeed intelligent people with good intentions, it doesn’t change the fact […]
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Q3 2023 Market Commentary
Fitch Ratings downgraded US government credit rating On August 1, 2023, Fitch Ratings downgraded the US government’s credit rating to AA+ from AAA citing a “steady deterioration in standard of governance” over the past 20 years, highlighting this was more of an erosion vs. anything that suddenly caused this change. For reference, Fitch Ratings is […]
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Q2 2023 Market Commentary
In Memory of Harry Markowitz We pay our respects to individuals who’ve had an enormous impact on how we invest, and Harry Markowitz was one of those people…
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Q1 2023 Market Commentary
March Madness The March madness we’re referring to relates to the banking crisis we witnessed in March with the collapses of Silicon Valley Bank and Signature Bank in the US to Credit Suisse being acquired by UBS…
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Q4 2022 Market Commentary
2022 In One Word: Inflation Inflation is not an issue in just the US, but one that is problematic globally and central banks across the globe have been increasing interest rates…
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