Q2 2021 Insights

The continued economic re-opening and successful vaccine distribution in many regions (especially in the U.S.) allowed for a release of pent-up consumer demand.  However, global supply lines remain somewhat dislocated…

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Q1 2021

Q1 2021 Insights

The continued recovery from the Covid recession translated into strong returns for global equity markets and negative returns for bonds in the first quarter.  The “risk-on” reflation trade is under…

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Q4 2020 Insights

To say 2020 was a challenging year would be a major understatement, and to say it was unprecedented has become cliché.  We were all tested last year.  Some of us…

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Q3 2020 Insights

  How did the markets do? Equity markets rallied as re-openings in many economies exceeded expectations and hopes grew for a Covid-19 vaccine. Volatility picked up in September and into…

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Q2 2020 Insights

  How did the markets do? Stocks around the world rebounded strongly from their March 23 lows, as massive fiscal and monetary stimulus packages came into force. Investors looked passed…

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Q1 2020 Insights

  How did the markets do? All major equity indices across geographies, market caps, and sectors exhibited significant declines in the first quarter.  The rapid spread of the COVID-19 virus…

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Q4 2019 Insights

  How did the markets do? Global equities exhibited strong gains during the fourth quarter, adding to an already robust performance for 2019. A return to more accommodative interest rate…

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Q3 2019 Insights

  How did the markets do? Global financial markets generated mixed returns in the third quarter.  U.S. equity returns were broadly positive, as were fixed income returns, while smaller-cap U.S.…

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Q2 2019 Insights

  What happened? Global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Uncertainties surrounding tariffs and the reliability…

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Q1 2019 Insights

Global Economic and Financial Markets Summary   Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…

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Q1 2019 Insights

Global Economic and Financial Markets Summary   Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…

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Q4 2018 Insights

Global Economic and Financial Markets Summary   After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500…

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