Weekly Commentary

This week the Investment Office discusses interest rate hikes by the European Central Bank (ECB), the impact on the US fixed-income markets, and portfolio implications. On the economic front, the FOMC meeting is later this week, and an interest rate

This week the Investment Office discusses certain considerations in the market, the impact of the Fed embarking on quantitative tightening, and a range of potential outcomes. On the economic front, last Friday's non-farm payroll report confirmed that

This week the Investment Office provides insights into how the markets are performing and how they continue to monitor real rates as an important determinant of asset class performance and portfolio implications. Our Chief Economist points out the

This week the Investment Office provides insights into how the markets anticipate interest rates going higher, growth stocks going lower and value stocks outperforming growth. Our Chief Economist highlights the continued tension between the Fed and

This week the Investment Office discusses the volatility in both fixed income and equity markets, the increased probability of an economic recession, and the implications it has on your portfolio. Our Chief Economist covers the soon-to-be-released

This week the Investment Office provides 4 reasons the investment markets continue to struggle while we are seeing elevated levels of volatility in equity and bond markets reflecting near-term pessimism and uncertainty. Economic forecasters – and

This week the Investment Office provides an overview of where we are with the markets, a reminder of the basic principles of investing, and suggested next steps. On the economic front, our Chief Economist, Jeanette Garretty, shares the recent article

This week we cover the toll of continued geopolitical uncertainty, stubborn inflation, and the effects of aggressive monetary policy shifts, which clearly show in the poorest investor sentiment in 30 years and record mutual-fund outflows. On the

This week we cover the release of the first major corporate earnings reports of 2022 while we feel market volatility will persist given the uncertain handoff of the economic baton from the central bank to earnings fundamentals. Rising interest rates

This week our Investment Office discusses the increased probability of a 50bps interest rate hike at the upcoming Fed meeting in May and how it's difficult to be broadly bullish on equities at the moment. Our economic commentary provides an overview