The U.S. economy and stock market have both struggled in the first half of 2022. The highest inflation in more than four decades, aggressive tightening of monetary policy by the Federal Reserve, and the ongoing war in Ukraine have weighed heavily on the markets, with the S&P 500 falling into a bear market. For our […]

After a strong 2021, the first quarter of 2022 has been difficult for the markets. Russia’s invasion of Ukraine has roiled the global economy, but even prior to the invasion, uncertainty was on the rise as central banks around the world began to tighten monetary policy to combat rampant inflation. This increased uncertainty has led […]

Uncertainty is on the rise as investors grapple with Russia’s invasion of Ukraine, surging inflation, and the Federal Reserve’s tightening cycle. For our insights into how these trends will impact the markets and what investors should know about the current environment, please read our latest Investment Commentary. To read the Commentary, click here.

After stumbling somewhat in the third quarter, the economic recovery appears to be stabilizing as the impact of the Covid-19 Delta variant passes. However, ongoing supply chain disruptions and labor shortages are likely to continue hindering growth and driving up prices. For our thoughts on inflation, the Fed’s attempts to combat it, and how the […]

The economic recovery reached some important milestones recently. The S&P 500 has doubled its level from its pandemic low. This marks the fastest bull market doubling since World War II, taking just 354 trading days, a milestone that historically takes more than 1,000 trading days to reach. After growing at a 6.5% annual rate in […]