November Monthly Commentary

Following a relatively quiet month, developed equities ended higher as improving economic data assuaged near-term fears of a slowdown. US markets led the way with the S&P 500 Index increasing 3.6% during the month, adding to year-to-date gains of 27.6% … Continued

October Monthly Commentary

Investors embraced risk assets in October amid more accommodative monetary policies from the Federal Reserve and the European Central Bank, and renewed optimism around the outcomes of Brexit, and the trade war between the United States and China. In equities, … Continued

September Monthly Commentary

Risk assets were in the black in September following a challenging summer marked by an escalating trade war between the United States and China, and sluggish economic growth. Global equities rallied as central banks in the US and Europe eased … Continued

August Monthly Commentary

Equity markets lagged in August as trade tensions between the US and China resurfaced and investors fretted over slowing global economic growth. The S&P 500 Index declined 1.6% last month as the US manufacturing sector grew at its slowest pace … Continued

July Monthly Commentary

Most asset classes recorded modest returns in July on the heels of stellar performance in the first half of the year. Domestic equities outperformed with gains of 1.4%—bringing year-to-date returns to 20.2%—as the S&P 500 Index hit a record high … Continued

June Monthly Commentary

Reversing their sharp declines from a month earlier, equities posted strong gains in June on the back of a more accommodative pivot from global central banks responding to muted inflation, ongoing trade concerns and weakening economic data. The S&P 500 … Continued

May Monthly Commentary

It appears markets were ready to take off for the summer as the “sell in May and go away” adage took effect. Equities declined across the board amid renewed concerns around US trade policy. The S&P 500 Index came off … Continued

April Monthly Commentary

Coming off a strong first quarter, stocks continued their run in April amid the Federal Reserve’s more dovish stance. The US led the way, with the S&P 500 Index increasing 4% during the month – pushing year-to-date returns to 18.2%. … Continued

March Monthly Commentary

Following the market rout at the end of 2018, equities made a strong comeback in the first quarter. Risk assets pushed higher as the Fed signaled no additional rate hikes in 2019. The US led the way, with the S&P … Continued