Insights: Market Volatility in November, Omicron, and Tapering

In November, stocks moved lower, and bonds provided a positive return as market participants responded to the uncertainty around the Omicron variant of COVID and the Federal Reserve’s statements that it may speed up tapering in response to inflation and strong employment. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international | Read More +



Insights: A Strong Start to the Fourth Quarter and A Close Look at Inflation

In October, stocks started the fourth quarter on a strong note, while bonds retreated modestly as market participants positioned portfolios for the final months of 2021. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 5.10% in October, the U.S. large-cap Russell 1000 Index rose 6.94%, the U.S. | Read More +



Insights: Market Commentary for September 2021 and a Look Ahead

The month of September saw stocks and bonds move lower as market participants responded to the Federal Reserve’s decision to likely begin tapering monthly bond purchases toward the end of Q4, the ongoing Evergrande situation in China, and upcoming policy decisions out of Washington, D.C. The MSCI ACWI Index, which represents global equities (i.e., both | Read More +



Insights: What Drove the Markets in August

Financial markets were generally positive in August as equities advanced, bonds were mixed, and the optimistic economic backdrop continued despite uncertainty regarding the Delta variant of the novel coronavirus.  The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.50% in August, the U.S. large-cap Russell 1000 Index rose | Read More +



Insights: U.S. Corporate Earnings, Inflation, COVID Trends, Infrastructure, and Chinese Regulations

Financial markets were generally stable in July, supported by a positive economic backdrop. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 0.69% in July, the U.S. large-cap Russell 1000 Index rose 2.08%, the U.S. small-cap Russell 2000 Index fell by 3.61%, and the MSCI ACWI Ex-USA Index | Read More +



Insights: Revisiting 2021 Themes and Second Half Outlook

The equity markets performed well in June, supported by continued positive developments throughout the global economy. Equities have performed exceptionally well through the first half of the year, while bonds have been mixed. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 12.56% in the first half of | Read More +



Insights: Economic Growth & Inflation, COVID-19, and Portfolio Diversification

The financial markets performed well in May, supported by continued positive developments throughout the global economy. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 1.56%, the U.S. large-cap Russell 1000 Index rose 0.47%, the U.S. small-cap Russell 2000 Index increased by 0.21%, and the MSCI ACWI Ex-USA | Read More +



Insights: U.S. Economy, Inflation, COVID-19, and U.S. Corporate Earnings

The financial markets performed well again in April, supported by continued positive developments around the COVID vaccine rollout and fiscal stimulus.  The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 4.37%, the U.S. large-cap Russell 1000 Index rose 5.38%, the U.S. small-cap Russell 2000 Index increased by 2.10%, | Read More +



Insights: Fiscal Stimulus, COVD-19 Developments, and Corporate Earnings

The financial markets performed well in February, supported by continued fiscal stimulus, positive developments around COVID-19, and solid corporate earnings.  The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.3%, the U.S. large-cap Russell 1000 Index rose 2.9%, the U.S. small-cap Russell 2000 Index increased by 6.2%, and | Read More +



Insights: The Markets, COVID Developments, and Corporate Earnings

The new year started on a generally positive note for the markets, supported by low interest rates, positive vaccine developments, and impressive corporate earnings. In January, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), declined by 0.5%. The U.S. large-cap Russell 1000 Index fell 0.8% in January, although the | Read More +