March 18, 2021
FEBRUARY-MARCH 2021 PORTFOLIO UPDATE Equity markets around the globe were on edge as February came to a close. The technology-laden NASDAQ fell nearly 7% from an all-time high on February 12th. The weakness in equity prices came...
February 23, 2021
JANUARY - FEBRUARY 2021 PORTFOLIO UPDATE Put simply, we found ourselves intrigued by capital market behavior in January. After robust equity market gains towards the end of 2020, particularly in US stocks, some pull-back was justified....
January 22, 2021
DECEMBER 2020 - JANUARY 2021 COMMENTARY The extraordinary measures have been well documented that the US Federal Reserve has taken to support the economy, jobs and capital markets both at home and abroad. The balance sheet has expanded...
