by Robert Cagliola, CFA and Robert Hahn, CFA, on January 28, 2025
Market Commentary “To be, or not to be, that is the question” is from William Shakespeare’s Hamlet. In the scene, Prince Hamlet contemplates the pain and unfairness of life versus …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 28, 2025
Market Commentary “To be, or not to be, that is the question” is from William Shakespeare’s Hamlet. In the scene, Prince Hamlet contemplates the pain and unfairness of life versus …
Read Storyby Brian G. McCoy, CFA, on January 15, 2025
Performance Attribution The typical Santa Claus rally of positive returns in the final days of December and the first two of January did not emerge this year, but the final …
Read Storyby 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 …
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