
December Market Overview
January 15, 2021
December closed out a year we’d all like to forget; although with a continued rally in stocks, most major indexes were positive for the year. We believe that rally was driven largely by continued optimism around prospects for an economic...

November Market Overview
December 8, 2020
November proved a remarkable month for equity investors, as most major indexes produced double-digit returns for the month! The robust returns drove many indexes into positive territory...

October Market Overview
November 12, 2020
October was an eventful month with many dynamics influencing the markets, some positively and some negatively. By the end of the month, most U.S. and global indexes had declined, many by several percentage...

September Market Overview
October 15, 2020
Global equity markets reversed course and were broadly lower in September as investors grew more cautious of the U.S.’s continued struggles to contain the pandemic, as well as lawmakers’ failure to come to an...

August Market Overview
September 13, 2020
Global equity markets continued their feverish climb in August, propelling several benchmarks – including the S&P 500, which gained 7.2% in the month – to all-time highs. In the U.S., large cap growth stocks...

July Market Overview
August 12, 2020
Global equity markets continued their rally in July, with the S&P 500 rising 5.6% and climbing back into positive territory for 2020 (+2.4% YTD through the end of July). While we have been pleasantly surprised by...

June Market Overview
July 10, 2020
The majority of global equity markets climbed again in June, with the S&P 500 increasing 2% to finish the quarter with a 20.4% gain, the strongest quarterly gain in over 20 years. However, as we have discussed...

May Market Overview
June 12, 2020
The rally in stocks continued throughout May with most major equity indices gaining several percentage points for the month, including the S&P 500, which climbed 4.8%. Elsewhere, the majority of Fixed Income indices...

April Market Overview
May 12, 2020
April brought about some much-welcomed relief for investors, in spite of a deluge of poor economic news. For the month, all major equity indexes were strongly positive, with the S&P 500 posting a gain of 12.8%, the...

March Market Overview
April 8, 2020
March proved to be a remarkably volatile month as COVID-19 continued to spread and wreak havoc on the global economy. While the S&P 500 closed out the month with only a 12.4% decline, it was, at one point, down in...