RESOURCES

OUR RESOURCES

13

Jul

Quarterly Review Q2 2022

HOLDING THE LINE Often assumed to be a military expression, the earliest use of the term “hold the line” is actually first traced back to American football (with the “line” being the line of scrimmage). But, of course, the term is often used in a number of circumstances – military or otherwise. And it can...
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13

Jul

Quarterly Review Q2 2022
Quarterly Review Q2 2022
HOLDING THE LINE Often assumed to be a military expression, the earliest use of the term “hold the line” is actually first traced back to American football (with the “line” being the line of scrimmage). But, of course, the term is often used in a number of circumstances – military or otherwise. And it can...
Read More

02

Jun

VIEWPOINTS JUNE 2022

RECESSION OF REPRICING?  The rate angst of March bled into equities in April, and has tipped U.S. small cap stocks, the Nasdaq Index, and select international markets like the Shanghai Composite into bear market (20% decline) territory. The most speculative parts of the markets have been hit the hardest with crypto being front and center....
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02

Jun

VIEWPOINTS JUNE 2022
VIEWPOINTS JUNE 2022
RECESSION OF REPRICING?  The rate angst of March bled into equities in April, and has tipped U.S. small cap stocks, the Nasdaq Index, and select international markets like the Shanghai Composite into bear market (20% decline) territory. The most speculative parts of the markets have been hit the hardest with crypto being front and center....
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20

Apr

VIEWPOINTS MAY 2022

RATE ANGST The U.S. bond market just exited its worst quarter in years, with Treasuries down 5.6%, corporate bonds down 7.4% and a broad municipal bond index down 6.2%.1 After shaking off the rise in inflation in 2021, a swing in the outlook for Federal Reserve policy led to a jump in interest rates this...
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20

Apr

VIEWPOINTS MAY 2022
VIEWPOINTS MAY 2022
RATE ANGST The U.S. bond market just exited its worst quarter in years, with Treasuries down 5.6%, corporate bonds down 7.4% and a broad municipal bond index down 6.2%.1 After shaking off the rise in inflation in 2021, a swing in the outlook for Federal Reserve policy led to a jump in interest rates this...
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05

Apr

Quarterly Review Q1 2022

THE WAR TO END ALL WARS Such was the assessment originally applied to “The Great War” that ran from 1914 to 1918 – a war so violent and so bloody the world was convinced nothing so horrific could or would ever happen again. The world was wrong. Two decades later the world was thrust into...
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05

Apr

Quarterly Review Q1 2022
Quarterly Review Q1 2022
THE WAR TO END ALL WARS Such was the assessment originally applied to “The Great War” that ran from 1914 to 1918 – a war so violent and so bloody the world was convinced nothing so horrific could or would ever happen again. The world was wrong. Two decades later the world was thrust into...
Read More

22

Mar

VIEWPOINTS APRIL 2022

LESS GROWTH, MORE INFLATION In just a few weeks’ time, the threat of a Russian invasion of Ukraine has become the reality. The resulting humanitarian toll has led to millions of Ukrainians leaving the country, with a similar number displaced and too many killed or injured. Forecasting the eventual outcome remains highly uncertain, but Russia’s...
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22

Mar

VIEWPOINTS APRIL 2022
VIEWPOINTS APRIL 2022
LESS GROWTH, MORE INFLATION In just a few weeks’ time, the threat of a Russian invasion of Ukraine has become the reality. The resulting humanitarian toll has led to millions of Ukrainians leaving the country, with a similar number displaced and too many killed or injured. Forecasting the eventual outcome remains highly uncertain, but Russia’s...
Read More