by Robert Cagliola, CFA and Robert Hahn, CFA, on April 17, 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 January 26, 2023
The close of 2022 could not come fast enough for those of us in the investment profession. The reasons for market declines have been thoroughly covered across all forms of …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 19, 2023
To say the least, 2022 has been a very challenging year in many respects. For the markets, the benign investing environment quickly changed from one characterized by exceptional liquidity provided …
Read Storyby Brian G. McCoy, CFA, on October 19, 2022
The macro backdrop has not changed much for investors over the past quarter. Heightened volatility continued to rule the day across all asset classes as inflationary pressures, supply chain challenges, …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 13, 2022
The third quarter is best summed up by the famous Dickens quote from A Tale of Two Cities: “It was the best of times. It was the worst of times” …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on October 13, 2022
The third quarter is best summed up by the famous Dickens quote from A Tale of Two Cities: “It was the best of times. It was the worst of times” …
Read Storyby Brian G. McCoy, CFA, on July 27, 2022
As we cross the mid-point of the year, investors have endured broad asset class volatility, wrestling with the effects of a combination of factors not seen in decades. Long dormant, …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on July 25, 2022
The second quarter was marked by exceptional weakness as the S&P 500® declined by 16.4% with very few places to hide. For the first half of the year, the index …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on July 22, 2022
The second quarter was marked by exceptional weakness as the S&P 500® declined by 16.4% with very few places to hide. For the first half of the year, the index …
Read Storyby Brian G. McCoy, CFA, on May 03, 2022
Only a few short months into 2022, volatility has fulfilled, so far, our “challenging but ultimately positive” outlook for the year from our previous commentary at the end of last …
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