Q4 2023 Insights
Global equity markets posted strong gains for the fourth quarter, as declining long-term interest rates and easing inflationary pressures lifted prices of both stocks and bonds. The solid quarterly returns…
Q3 2023 Insights
Despite a promising start to the third quarter, the reality of higher-for-longer interest rates, given a slower-than-expected decline in inflation, soured investors’ outlook in September and October. Furthermore, while reported…
Credit Cards vs. Debit Cards: Which One is Safer Against Fraud?
Fraud is a serious threat to consumers who use plastic cards for online or offline purchases. According to the Federal Trade Commission, consumers reported losing approximately $8.8 billion to…
Q2 2023 Insights
Global financial markets delievered mixed results during the second quarter. Risk assets built strongly on their robust first-quarter returns. The equity market rally, which since March had been dominated by…
Q1 2023 Insights
Global financial markets extended their recovery during the first quarter of 2023, despite global instability and elevated volatility. January saw a strong rally in risk assets and risk-free bonds as…
Q4 2022 Insights
2022 was a difficult year for investors. It was also an unusual year. Over the twelve months to December, U.S. equities declined 19% and non-U.S. equities declined 16%. Even the…
Q&A with our investment team: Managing portfolios for the long term during market volatility
Volatility is how much and how quickly prices move. During periods of elevated market volatility and uncertainty—such as what we are experiencing right now—it is human nature to feel anxious…
Q2 2022 Insights
Global financial markets endured significant volatility during the second quarter, following sharp swings in inflation and the path of the U.S. Federal Reserve’s interest rate hikes. Having recovered most of…
¿Cómo Protegerse Contra La Explotación Financiera?
Sucede con más frecuencia de lo que uno podría pensar: un inversionista prudente de repente le pide a su asesor que retire la mayor parte de los fondos de su…
Financial Exploitation Happens: Here’s how to Protect Yourself
It happens more frequently than you might think: A longtime investor suddenly asks his adviser to withdraw the bulk of his account’s funds. The request seems odd because the client…
Q1 2022 Insights
Global financial markets were impacted by several negative catalysts in the first quarter that weighed on the returns of risk assets and left few safe harbors for investors to hide. …
¿Cómo impacta a su portafolio la crisis en Ucrania?
La invasión de Rusia a Ucrania ha estado dominando los titulares de las noticias durante las últimas semanas, Primero y principal queremos decirles que tenemos presentes en nuestros pensamientos al…