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Markets & Economy » Finding Opportunity in Animal Health
January 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 AudiencesMarkets & Economy » Investing Lessons of 2020
December 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
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All AudiencesLibrary » September 2020 Perspective
September 01, 2020 | Market Commentary
Market Recovery Complete The US stock market has fully recaptured its COVID-19 pandemic losses, breaching the highs of February and more. August’s market rise added further gains on top of what had already become a historic rally. The recovery has been led by the usual suspects: growth and …
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All AudiencesLibrary » August 2020 Perspective
August 03, 2020 | Market Commentary
Back in Black US equities continued rallying in July as investors shrugged off weak economic data, political gridlock, and worsening COVID-19 virus trends. The move higher extends what has already been a historic rebound. As of the end of the month, the S&P 500 is now positive year-to-date and …
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Financial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
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IndividualsLibrary » May 2020 Perspective
May 04, 2020 | Market Commentary
Best Month in Decades The US stock market rallied immensely in April as investors became increasingly confident that the most adverse pandemic scenarios were unlikely to play out. The S&P 500 rose 13% during the month, the best monthly gain since 1987. From the stock market peak on February 19 …
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All AudiencesLibrary » April 2020 Perspective
April 01, 2020 | Market Commentary
Unprecedented Stimulus The passage of the CARES (Coronavirus Aid, Relief, and Economic Security) Act marks the largest stimulus package in US history. The extent of the damage caused by the Coronavirus pandemic is still unclear, but the CARES Act is designed to provide some direct fiscal relief. …
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All AudiencesLibrary » March 2020 Perspective
March 02, 2020 | Market Commentary
Markets Shook by Growth Fears After setting a record high on February 19, US equity markets took a turn lower as fears over the Coronavirus and its potential economic impact led to a sharp stock market selloff. The S&P 500 finished the month in correction, down 13% from its peak. Boosted by …
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All AudiencesMarkets & Economy » Perspective On Tesla's Wild Stock Move
February 13, 2020 | Investment Themes
Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
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All AudiencesLibrary » February 2020 Perspective
February 03, 2020 | Market Commentary
Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
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