by 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 …
Read Storyby Brian G. McCoy, CFA, on October 23, 2023
Performance Attribution After two consecutive quarters of solid returns, markets retreated modestly in the latest three-month period as inflation and higher interest rates reset investor perceptions around stock and bond …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 23, 2023
Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 02, 2023
Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …
Read Storyby Brian G. McCoy, CFA, on July 23, 2023
In the second quarter, equity markets were supported by economic data which continued to indicate a resilient domestic economy despite a historic rise in interest rates driven by the Federal …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on July 02, 2023
Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on July 01, 2023
Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2023
“No matter how long the Winter, Spring is sure to follow.” Following a volatile 2022, the preceding English proverb comes to mind. The first quarter started strong out of the …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on April 01, 2023
“No matter how long the Winter, Spring is sure to follow.” Following a volatile 2022, the preceding English proverb comes to mind. The first quarter started strong out of the …
Read Storyby Brian G. McCoy, CFA, on April 01, 2023
During the first few weeks of the new year, equity markets rallied as economic data continued to be relatively strong, particularly employment, and corporate results generally remained positive. By the …
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