Q3 2024 Market Update
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Portfolio performance was driven by inflections in strategic allocations to sectors that I expect will ...
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Inflation continues to cool while the economy and jobs market are showing signs of stress ...
READ MOREQ1 2024 Market Update
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Equity markets were buoyed by positive employment and economic data which generally benefited stocks that ...
READ MOREQ4 2023 Market Update
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Cooling inflation, lower interest rates, and stable economic data led to an improvement in market ...
READ MOREQ3 2023 Market Update
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Market sentiment softened late in the quarter due to three factors contributing to economic recession ...
READ MOREQ2 2023 Market Update
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Government intervention appears to have addressed concerns related to bank failures and inflation continues to ...
READ MOREQ1 2023 Market Update
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Many of last year’s stock market laggards are rebounding as inflation, interest rates and currency ...
READ MOREQ4 2022 Market Update
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While the volatility in 2022 was disappointing, there is reason for optimism as many of ...
READ MOREQ3 2022 Market Update
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The reasons for downward pressure on global asset values this year remain the same (i.e. ...
READ MOREQ2 2022 Market Update
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The second quarter saw a continuation of the broad-based market volatility experienced in the first ...
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