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Quarterly Market Review: Q2 2020

With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun. From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be tempted to abandon equities and go to cash because of perceptions of recessions and their impact. But across the two years that follow a recession’s onset, equities have a history of positive performance.


Quarterly Market Review - Q4 2019

Q4 and 2019 saw strong positive returns across global equity and fixed income markets. US equity markets reached several new highs during Q4, the US yield curve is no longer inverted, and the Federal Reserve appears done cutting rates, for now