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Points of View

2022 Third Quarter Review and Outlook Thumbnail

2022 Third Quarter Review and Outlook

Global markets have left investors with few places to hide in 2022. Stubbornly high inflation has sparked the most aggressive interest rate increases by central banks in decades, contributing to concerns about recession. Nevertheless, we encourage you to hold tight, knowing that things will get better, that much of the downturn is already behind us, and that bear markets do not last forever.

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2022 Second Quarter Review and Outlook Thumbnail

2022 Second Quarter Review and Outlook

So far 2022 has presented the most challenging environment since the financial crisis of 2007-2009, and markets could fall further from here. Nevertheless, the bear market in stocks and bonds has brought prices down to levels that are beginning to attract the interest of long-term investors. We believe the coming year will offer a host of opportunities for investors who aren’t derailed by volatility and who remain committed to their long-term investment plans.

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2022 First Quarter Review and Outlook Thumbnail

2022 First Quarter Review and Outlook

Financial markets saw a widespread increase in volatility during the quarter, with large daily price swings. Although the global economy continues to rebound from the pandemic-induced recession, early indicators suggest that ongoing supply problems, inflation, and central bank tightening, are hampering the pace of recovery.

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Thoughts on Financial Markets and the War in Ukraine Thumbnail

Thoughts on Financial Markets and the War in Ukraine

Like most of you, we are watching the unfolding catastrophe in Ukraine with deep concern. However, while there will be ongoing geopolitical repercussions from the conflict, the US is likely to be far less affected. Here's our founder's take on the crisis and the stock market response.

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2021 Fourth Quarter Outlook and Review Thumbnail

2021 Fourth Quarter Outlook and Review

For a year that began with the storming of the US Capitol and a worsening supply chain crisis, then proceeded through a series of devastating natural disasters, and ended with soaring inflation and a dramatic surge in COVID cases, 2021 was remarkably generous to investors.

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Financial News from COP26 Thumbnail

Financial News from COP26

ESG finance is finally entering the mainstream. This became crystal clear at COP26 when a group of financial institutions representing $130 trillion pledged to use its assets to decarbonize the economy.

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