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

Q1 2022 – “Despite Economic Headwinds, Positive Indicators Shine Through”

A number of existing issues continue to weigh on markets, including the extraordinary monetary and fiscal stimulus measures taken to boost the economy amidst the COVID pandemic, as well as new issues such as the war in Ukraine. Disruption from the war and sanctions on Russia will exacerbate the supply-side inflationary problems worldwide in the near-term. However, the labor market remains strong, as are consumer balance sheets, and there is still a lot of pent up consumer demand for a range of products and services.

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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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