by Brian G. McCoy, CFA, on October 16, 2024
Performance Attribution As with much of the year so far, investors were fixated during the quarter on two interrelated issues. First, when and by how much the Federal Reserve would …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024
Market Commentary In the 1967 movie The Graduate, Dustin Hoffman’s character Benjamin is taken aside by a family friend at his graduation party and is told that he has one …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024
Market Commentary In the 1967 movie The Graduate, Dustin Hoffman’s character Benjamin is taken aside by a family friend at his graduation party and is told that he has one …
Read Storyby Brian G. McCoy, CFA, on October 16, 2024
Performance Attribution During the second quarter, markets continued to evaluate evidence that suggests higher interest rates may finally be taking effect as data indicated economic growth continued albeit at a …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024
Market Commentary “I’m sorry, Dave, I’m afraid I can’t do that.” The famous quote comes from the film 2001: Space Odyssey. The villain in the film is a malevolent talking …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 16, 2024
Market Commentary “I’m sorry, Dave, I’m afraid I can’t do that.” The famous quote comes from the film 2001: Space Odyssey. The villain in the film is a malevolent talking …
Read Storyby Brian G. McCoy, CFA, on April 15, 2024
Performance Attribution The first quarter of 2024 extended equity market gains as the U.S. major indices posted positive returns. As the quarter began, investors seemed to anticipate a moderately expanding …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2024
Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on April 01, 2024
Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 01, 2024
Market Commentary Sir Isaac Newton once said “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …
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