Market Perspective
Expectations vs Reality
01/16/2024
Market Perspective
2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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The Quality Factor
12/13/2023
Market Perspective
Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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A Correlation Conundrum
11/16/2023
Market Perspective
Recently, as interest rates have climbed significantly and at a rapid pace, correlation between U.S. long-term government bonds and U.S. large cap stocks reached heights...
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Don’t Get Caught with Your Shorts Down
10/10/2023
Market Perspective
Shorting vs Selling Volatility – What’s The Difference?So far in 2023 there has been an abundance of headlines driving persistent uncertainty. Risks abound in light ...
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Protection For Less
09/11/2023
Market Perspective
Higher Rates Lower Protection CostsInterest rates resumed their climb in August, after a reprieve in July, shifting the yield curve higher. For perspective, the 2-Year ...
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A New Environment Supports a Strong First Half
08/09/2023
Market Perspective
Despite overwhelming expectations of doom and gloom at the beginning of 2023, the equity market had an excellent first half of the year (and continued ...
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For the Times, They Have Changed
07/11/2023
Market Perspective
Uncertainty persists around the path of the U.S. economy despite the expected summer lull. With the Federal Reserve (the Fed) pausing rate hikes at their ...
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Cuts Can Hurt
06/07/2023
Market Perspective
There has been much handwringing about the U.S. Federal Reserve’s (the Fed) persistent efforts to tame inflation and tighten monetary policy by increasing interest rates. ...
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Lower, not Low: An Examination of Recent Volatility Trends
05/10/2023
Market Perspective
Apart from the spike associated with the Silicon Valley Bank led banking crisis in March 2023, volatility, as measured by the Cboe® Volatility Index (the ...
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Steady Turbulence
04/18/2023
Market Perspective
Investors are facing many challenges and a new investment landscape. Equity valuations are lower, but not cheap, and volatility levels have shifted higher. On the ...
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