by 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 …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 02, 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 January 02, 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 October 23, 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 02, 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 October 02, 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 July 23, 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 …
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