Q2 2024 Insights

Global financial markets delivered positive returns overall during the second quarter.  A resilient U.S. economy, ongoing enthusiasm around generative artificial intelligence, and growing expectations for interest rate cuts were the…

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Q1 2024 Insights

Global equity markets posted strong gains for the first three months of the year, with the S&P 500 Index recording its strongest first-quarter return since 2019.  A resilient U.S. economy,…

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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…

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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…

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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…

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