Investment Commentary Articles

Related Categories:

Last Week in Review, May 13, 2022

Last Week in Review, May 13, 2022

Last Week In ReviewLast week stocks recorded more losses as investors appeared to grow increasingly skeptical that the Federal Reserve will be able to achieve a “soft landing” for the economy by raising rates enough to tame inflation without causing a recession. The...

read more
Last Week in Review – May 6 2022

Last Week in Review – May 6 2022

Last Week In Review“Wash, rinse, and repeat” seems to be the theme of equities right now. Most of the major benchmarks endured a fifth consecutive week of losses as interest rate and inflation worries weighed on sentiment, especially toward growth stocks. Last week’s...

read more
Global Market Commentary – April 2022

Global Market Commentary – April 2022

Global equities tumbled 8.00% in April to bring their YTD return down to -12.94%, the second worst 4-month start to a year in the history of the MSCI All-Country World Index (lagging only the 2020 Coronavirus outbreak by a half of a basis point). Risk assets fell in...

read more
Last Week in Review – April 29, 2022

Last Week in Review – April 29, 2022

Last Week In ReviewLast week the major indexes endured a fourth consecutive week of losses. Growth fears were compounded by some disappointing earnings results from Amazon.com, which has a heavy weighting (price-weighted) in many major indexes. The S&P 500 Index...

read more
Last Week in Review – April 22, 2022

Last Week in Review – April 22, 2022

Last Week In ReviewThe major U.S. equity indexes ended last week lower. The Russell 1000 Growth Index stocks gave up more ground than its value counterpart, while the large-cap S&P 500 Index posted steeper losses than the S&P SmallCap 600 Index and the S&P...

read more
Last Week In Review April 15, 2022

Last Week In Review April 15, 2022

Last Week In ReviewLast week the indexes ended mixed over a holiday-shortened week, which saw the release of the first major corporate earnings reports of 2022. Value stocks continued to outperform their growth counterparts, but small-caps regained ground lost the...

read more
Last Week In Review April 8, 2022

Last Week In Review April 8, 2022

Last Week In ReviewLast week equity indexes finished lower for the week, with small-caps and growth stocks lagging considerably. Sector performance also varied widely within the S&P 500 Index, with the typically defensive consumer staples and health care sectors...

read more
Global Market Commentary March 2022

Global Market Commentary March 2022

In their worst Q1 performance since 2020, global equities ended the first quarter down -5.36% despite rallying in March 2.17%. In the U.S., both the S&P 500 and Nasdaq indices posted their first quarterly loss in two years, returning -4.95% and -9.08%...

read more
Last Week In Review April 1, 2022

Last Week In Review April 1, 2022

Last Week In ReviewLast week the major indexes ended mixed, with the S&P 500 Index closing out its best month since December but its worst quarter since early 2020. Cyclically sensitive stocks underperformed as investors girded for a slowdown in growth, with the...

read more
Last Week In Review – March 25 2022

Last Week In Review – March 25 2022

Last Week In ReviewLast week the major indexes ended higher, with the large-cap S&P 500 Index reaching its highest level since February 10. Information technology stocks outperformed, helped by gains in Apple following news of analyst expectations for strong sales...

read more

Latest Insights