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March 01, 2021 | Market Commentary
Bond Market Temper Tantrum Bond yields rose substantially in February as a combination of slowing COVID transmission rates, widespread vaccine rollouts, and expected government stimulus measures boost investor optimism that a full economic reopening is on the horizon. Perversely, all the …
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All AudiencesFebruary 01, 2021 | Market Commentary
Drifting from Reality Equities began the year fairly low for the month of January as a frenzied trading environment led to a pickup in market volatility throughout the stock market. Despite hitting new all-time highs at several points during the month, markets experienced a notable uptick in …
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All AudiencesJanuary 26, 2021 | Market Commentary
One of the best parts of presenting our investment outlook each January is the ability for us to hear directly from you. What questions are on your mind, what opportunities are you seeing, and what issues are keeping you up at night? While we were asked for our thoughts on a vast range of …
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All AudiencesJanuary 11, 2021 | Investment Themes
Opportunity at the Vet’s Office Coronavirus and the ensuing lockdowns have us all thinking about our homes more. This has meant relocating, redecorating, or trying to create the ideal environment for working and schooling from home, and for thousands of Americans, this has also meant adding a …
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All AudiencesJanuary 04, 2021 | Market Commentary
Wrapping Up a Wild Year Equities continued rising in December, wrapping up a very strong fourth quarter and solid gains for a volatile 2020 calendar year as well. Of the major indices, the tech-led Nasdaq rose an enormous 44% last year, besting the 18% and 20% gains for the S&P 500 and Russell 2 …
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All AudiencesDecember 01, 2020 | Market Commentary
Stocks Charge Ahead November was dominated by politics and COVID vaccines as these two key macroeconomic variables came into greater focus, helping contribute to strong, broad based gains across equity markets. US equities rose substantially over the course of November, with particularly strong …
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All AudiencesNovember 10, 2020 | Market Commentary
Markets hate uncertainty, and there have been few years with more uncertainty than 2020. As soon as we thought we had our arms around the pandemic or the election, this year surprised us again. The pandemic will not end because we have good preliminary vaccine results, but it does give …
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All AudiencesNovember 02, 2020 | Market Commentary
Frozen by Uncertainties October was a whirlwind month with markets rising back to all-time highs during the first few weeks, only to then back track, giving up their early month gains and more. Driving the selling pressure were a growing number of uncertainties, including the potential results …
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All AudiencesOctober 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
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All AudiencesJuly 06, 2020 | Market Commentary
A Rally for the Ages The US stock market finished June higher, adding incremental gains on what was already shaping up as a historic quarter. Equities closed the month within striking distance of flat year-to-date, and they have recovered much of their losses from the mid-March low. Our …
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