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May 03, 2021 | Market Commentary
Bouncing Back and Then Some US equity markets continued marching higher in April, driven by strong earnings results and further normalization of economic activity. The gains were broad-based, with both growth-oriented and economically sensitive industries performing well. Within fixed-income, …
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All AudiencesApril 01, 2021 | Market Commentary
Choppy but Higher Markets stuck with their two-steps-forward one-step-backwards trading pattern in March as investors continued wrestling with several competing, quickly shifting factors. The dollar bounced off of its lows as US Treasury yields continued their march higher. On the bull side, …
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All AudiencesMarch 18, 2021 | Market Commentary
Last week, the latest US fiscal stimulus was signed into law, delivering $1.9 trillion of aid to a wide range of people and groups, as well as other non-COVID related spending. And at the same time, financial markets have continued evolving, but in a different way than in the past. Growth-style …
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All AudiencesMarch 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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