Summer Streets Program #1 – Alternative Investments

August 12, 2020

5 Weeks Web Summer Finance Program Flyer

Watch Perigon’s Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts “Summer Streets” program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically disadvantaged youth to explore all aspects of financial and accounting management. We are proud that someone from the Perigon family is involved with such a valuable program, and we think anybody interested in learning more about Alternative Investments would like watching this video.

Written by Jonathan Masse

Sr. Investment Strategist, Wealth Advisor

Latest Insights

Last Week in Review – September 16, 2022

Last week, stocks fell sharply as inflation fears intensified and short-term bond yields reached levels last seen in 2007. The S&P 500 Index recorded its most significant weekly drop since mid-June and hit its lowest point on an intraday basis since mid-July. Growth stocks fared worst, with the technology-heavy Nasdaq Composite falling nearly 5.5%. Communication services and information technology shares led the declines within the S&P 500 as Google parent Alphabet and Facebook parent Meta Platforms hit new 52-week lows. Industrials and materials shares were also fragile.

Inflation! Recession! Market Volatility! OH MY! How do we handle scary economic news?

The news – coming at us from every channel, broadcast, blog, or tweet – can sound scary and grim. Inflation, potential recession, rapidly rising interest rates, the wildly gyrating stock market … It’s enough to make us want to tune out the news completely or throw our investment statements in the shredder unopened.

Global Market Commentary August 2022

Global Equities sunk 3.68%% in August on fears of more aggressive interest rate hikes by central banks in their fight against soaring global inflation. The MSCI All-Country World Index is off 17.75% YTD, its worst eight-month start to a year since its inception. Global bonds were unable to provide reprieve, as the Bloomberg US Aggregate Bond and International Bond indexes fell 2.83% and 3.46% respectively this month and they too are off to their worst start in their index histories with YTD returns of negative 10.75% and 10.21% respectively.