Summer 2022
Market Outlook – While the market is increasingly attractive on an absolute and relative basis, it has been an extremely challenging performance environment so far this year. A confluence of negative economic, policy, geopolitical and pandemic risks has pushed bond and equity values materially lower given corresponding inflation increases. Following the Fed’s decision to flip their monetary stance at their November 2021 meeting, interest rates have risen at the fastest pace in history, hurting global returns across virtually all asset classes. READ MORE
Winter 2022
Market Outlook – It’s been two years since COVID-19 was discovered in a small cluster of patients in Wuhan, Hubei Province, China. While that virus has turned into one of the most destructive pandemics in history, the global economy and markets have performed admirably despite the economic toll and horrible loss of life. As a COVID survivor, I can personally attest to the lasting effects of the virus both physically and mentally since contracting it in April of this year. Despite the over 263 million cases and 5.2 million deaths globally to date, current vaccination rates severely lag expectations and levels needed for global herd immunity, despite the compelling evidence of its efficacy. READ MORE
