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Library » December Perspective
December 01, 2021 | Market Commentary
Coping with COVID… Again Global equities saw pronounced weakness toward the end of the month as a new variant of COVID-19 was discovered, with fears that it could possibly be more contagious than prior variants and already have spread to other areas of the world. As a result, several nations …
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Markets & Economy » Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst
November 04, 2021 | Market Commentary
Facebook can’t seem to stay out of the news, and its latest foray is one of its wildest bets yet. Late last week, Mark Zuckerberg, chief executive of Meta, the company formerly known as Facebook, announced a firmwide rebrand as the digital media giant seeks to refocus on the next frontier of …
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All AudiencesLibrary » November Perspective
November 01, 2021 | Market Commentary
The Relentless Rally All three of the major US equity indices finished the month of October at all-time highs, capping off the strongest month of returns in over a year, per the S&P 500 Index. The rally comes on the heels of the sharp, albeit brief return of volatility in September. In fixed …
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All AudiencesLibrary » Webinar: Third Quarter Market Update
October 22, 2021 | Market Commentary
> In this webinar, we go over the current market and economic conditions, disect how the prior quarter unfolded, and look at whats ahead for investers in the coming months.
Markets & Economy » Cruising Through the Economic Cycle
October 18, 2021 | Market Commentary
September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …
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All AudiencesLibrary » Webinar: Third Quarter Market Update for Financial Professionals
October 11, 2021 | Market Commentary
In this webinar, we talk with Jay Welles and Jake Boak of the Research team discussing the Tech sector, the turbulent end of the quarter, and what it all means for the quarter ahead.
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Financial AdvisorsLibrary » October Perspective
October 01, 2021 | Market Commentary
Volatility Strikes Back US equities experienced the return of volatility toward the end of September as economic growth concerns, legislative turmoil, and rising interest rates sparked a stretch of choppy trading. The S&P 500 Index fell 4.8% over the month, snapping a lengthy streak of …
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All AudiencesMarkets & Economy » Revisiting the Opportunity in SaaS
September 29, 2021 | Market Commentary
The days of downloading software to your desktop or a local server now seem like a distant memory. Today, software is increasingly hosted in a remote datacenter (aka the “cloud”) and accessed on the Internet via a web browser or mobile app. The implications are far reaching. The shift has not …
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All AudiencesMarkets & Economy » Investments that Chug Along
September 14, 2021 | Market Commentary
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
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All AudiencesLibrary » September Perspective
September 01, 2021 | Market Commentary
The Beat Goes On US equities rose again in August with the S&P 500 Index rising 2.9% over the month. The gains extend the equity market’s winning streak up to seven consecutive months. Global markets rose as well with the MSCI All Country World Index rising 2.4% for the month. In fixed income, …
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