Insights

Quarterly Letters

Mid-Quarter Update - May 2023
May2023

Mid-Quarter Update - May 2023

The rising tide of optimism that was evident in January is being followed by a period of uncertainty around what is ultimately required for the Federal Reserve (Fed) to complete their work.

May 22, 2023 4 min read
Mid-Quarter Update - February 2023
Feb2023

Mid-Quarter Update - February 2023

The rising tide of optimism that was evident in January is being followed by a period of uncertainty around what is ultimately required for the Federal Reserve (Fed) to complete their work.

February 23, 2023 3 min read
Mid-Quarter Update - November 2022
Nov-Update

Mid-Quarter Update - November 2022

As we approach the end of a challenging year, “watching and waiting” seems an apt description of the posture of investors.

November 21, 2022 3 min read
Mid-Quarter Update - August 2022
Aug2022

Mid-Quarter Update - August 2022

At midpoint in the third quarter we are very pleased that both stock and bond markets have recovered significantly from their June 30 low points.

August 15, 2022 4 min read
Mid-Quarter Update - May 2022
May 2022

Mid-Quarter Update - May 2022

We saw that April was a cruel month for investors in both stocks and bonds. After a brief reprieve in March, the stock market resumed its downward path.

May 13, 2022 4 min read
Mid-Quarter Update - February 2022
Inflation

Mid-Quarter Update - February 2022

With Russia invading Ukraine, the financial markets are facing a new, near-term uncertainty.

February 25, 2022 2 min read
Mid-Quarter Update - November 2021
Inflation Update

Mid-Quarter Update - November 2021

Investors continue to debate the inflation issue.

November 17, 2021 3 min read

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