Blog

January was an ugly start to the year for the capital markets with the S&P 500 index declining more than 11% at its worst point before recovering to...

Interviewer: What’s your prediction for the fight? Clubber Lang: My prediction? Interviewer: Yes, your prediction. Clubber Lang: …Pain! Rocky...

Risk assets, in general, fell again last week as concerns over inflation, Federal Reserve rate hikes, the omicron variant, and geopolitical tension...

Executive Summary

Rising costs have been a reality for much of 2021, though we anticipate the pace of increases to moderate in 2022 as energy prices...

A new year is underway, and it started off in a relatively inauspicious way for market participants. First the positive news – the US unemployment...

Happy New Year!

For many investors, 2021 was a year of robust gains with the S&P 500 index returning nearly 29%, but there was significant dispersion...

As we approach the beginning of a new year, it is only natural to reflect upon the year that was to remind ourselves how we arrived at this moment....

The past week was filled with both ups and downs for risk assets, as markets struggled to digest news related to the Covid-19 omicron variant,...

Earlier in 2021, we published an article on whether or not you should be worried about inflation. We argued then, and we maintain today, that...