Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Quarter in Review The big story in the first quarter of 2023 was the failure of Silicon Valley Bank, Credit Suisse and two other regional banks, representing the largest banks to fail since 2008. This caused a brief period ofREAD MORE

Quarter in Review As we wrap up 2022, it’s certainly been one for the history books. Across the globe, inflation spiked to levels not seen in decades. Europe was (and still is) wracked by the largest conflict there since 1945.READ MORE

Quarter in Review Global capital markets continued to struggle during the third quarter of 2022. Persistently hot inflation and the prospect of additional interest rate hikes continued to weigh on investor sentiment. Demand for goods and services remains strong despiteREAD MORE

Quarter in Review  Global capital markets continued to struggle during the second quarter of 2022. Multiple factors continued to drive high inflation including excess stimulus from prior years, a relaxation of COVID restrictions (and personal restraint) across developed markets atREAD MORE

Quarter in Review 2022 began with mixed expectations: the Omicron wave of COVID infections was receding, while stubbornly high inflation and anticipation of rising interest rates offset otherwise strong economic growth. On February 24, everything changed when Russian tanks invadedREAD MORE