June was abnormally quiet for equities across the globe despite a few sharp rallies and declines. Most markets were narrowly changed in the month.
May 2021 Market Commentary
May was a modest extension of the positive pattern that has been in place most of this year. Domestic Value indexes still lead all YTD performers.
Uncertainty Developing
An unexpectedly weak employment report and a jump in inflation at the consumer level were sufficient to derail, at least temporarily, the “recovery bull market” that has persisted since last April.
April 2021 Market Commentary
April was a great month for investors, one of many over the past year.
Rising Inflation: Where Will It Go from Here?
Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects
Quietly Firm
Strong first quarter earnings and gathering momentum in the global economy are helping world equity prices extend their advance.
Q1 2021 Market Comments
Global share values continued to rise during the first three months of 2021. The equity markets, buoyed by reopening economies, particularly in the US, extended the upswing in prices that has remained intact since late March last year.
February 2021 Market Commentary
Corrections in equity markets are as inevitable as the passage of time but investors that remain focused on a coherent strategy and philosophy have in hand the best means to outpace inflation and to harvest real returns.