RESOURCES

OUR RESOURCES

16

Apr

QUARTERLY REVIEW Q1 2024
Blog
 /  By webmaster
CONTINUED U.S. EXCEPTIONALISM 2024 saw the strongest start for U.S. large cap stocks since the pandemic. Stocks were up 10.6% as measured by the S&P 500. This was on the heels of strong risk asset returns in the fourth quarter of last year. Returns were positive for equities in most major regions but U.S. stocks...
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16

Apr

QUARTERLY REVIEW Q1 2024
QUARTERLY REVIEW Q1 2024
Blog
 /  By webmaster
CONTINUED U.S. EXCEPTIONALISM 2024 saw the strongest start for U.S. large cap stocks since the pandemic. Stocks were up 10.6% as measured by the S&P 500. This was on the heels of strong risk asset returns in the fourth quarter of last year. Returns were positive for equities in most major regions but U.S. stocks...
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10

Apr

VIEWPOINTS APRIL 2024
Blog
 /  By webmaster
REDUCED HEADWINDS TO RISK ASSETS The U.S. economy remains resilient. We expect growth to be close to trend and inflation to come down slowly. In this environment, we expect the Federal Reserve to cut rates around the second half of the year. A similar picture is emerging in some of the key developed markets outside...
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10

Apr

VIEWPOINTS APRIL 2024
VIEWPOINTS APRIL 2024
Blog
 /  By webmaster
REDUCED HEADWINDS TO RISK ASSETS The U.S. economy remains resilient. We expect growth to be close to trend and inflation to come down slowly. In this environment, we expect the Federal Reserve to cut rates around the second half of the year. A similar picture is emerging in some of the key developed markets outside...
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01

Mar

VIEWPOINTS MARCH 2024
Blog
 /  By webmaster
THE PAUSE THAT REFRESHES? Many feared recession in 2023. Instead, the U.S. economy growth rate actually accelerated – clocking in at 3.1% after posting a 0.7% growth rate in 2022. This stronger growth and continued labor market tightness have led investors to reset expectations for Fed policy. Markets now expect the first cut in May...
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01

Mar

VIEWPOINTS MARCH 2024
VIEWPOINTS MARCH 2024
Blog
 /  By webmaster
THE PAUSE THAT REFRESHES? Many feared recession in 2023. Instead, the U.S. economy growth rate actually accelerated – clocking in at 3.1% after posting a 0.7% growth rate in 2022. This stronger growth and continued labor market tightness have led investors to reset expectations for Fed policy. Markets now expect the first cut in May...
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05

Feb

VIEWPOINTS FEBRUARY 2024
Blog
 /  By webmaster
POLICY AND POLITICS Focus remains on monetary policy with investors parsing Fed minutes and statements. Rate cut hopes drove much of the Santa Claus rally, but the Fed has not committed to investors’ full wish list. Politics will battle monetary policy for mindshare; ~40% of the planet can cast a vote this year, including the...
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05

Feb

VIEWPOINTS FEBRUARY 2024
VIEWPOINTS FEBRUARY 2024
Blog
 /  By webmaster
POLICY AND POLITICS Focus remains on monetary policy with investors parsing Fed minutes and statements. Rate cut hopes drove much of the Santa Claus rally, but the Fed has not committed to investors’ full wish list. Politics will battle monetary policy for mindshare; ~40% of the planet can cast a vote this year, including the...
Read More

17

Jan

QUARTERLY REVIEW Q4 2023
Blog
 /  By webmaster
MISSION ACCOMPLISHED? Entering 2024, the Federal Reserve appears set to proclaim its inflationary mission accomplished – and in soft-landing fashion. Investors welcomed the Fed’s evolving message on monetary policy, with global equity markets up 11% (12% in the U.S.) in the quarter. The strong finish to an already strong year was largely driven by the...
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17

Jan

QUARTERLY REVIEW Q4 2023
QUARTERLY REVIEW Q4 2023
Blog
 /  By webmaster
MISSION ACCOMPLISHED? Entering 2024, the Federal Reserve appears set to proclaim its inflationary mission accomplished – and in soft-landing fashion. Investors welcomed the Fed’s evolving message on monetary policy, with global equity markets up 11% (12% in the U.S.) in the quarter. The strong finish to an already strong year was largely driven by the...
Read More