Quarterly Insights

Each quarter we provide an overview of the global financial marketplace and a future outlook on the market’s potential.

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Recent Insights

Q4 2020 – “New Year, New Outlook for the Country”

The impact of the COVID-19 pandemic has been widespread, affecting all aspects of the economy and government. However, during the post vaccination period, we believe pent-up demand for virtually everything outside the home will provide a springboard for a dramatic economic recovery in the 2nd half of 2021.

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Q4 2019 – “Ending the Decade with a Strong Finish”

For the first time in U.S. history, the U.S. economy started and ended an entire decade without a recession. While the market vacillated between risk-on and risk-off at various times throughout the year, in the end stocks and bonds had an extraordinary run in 2019, posting their biggest simultaneous gains in over two decades.

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