Monthly
Market Review

May 2020 Market Review

-Darren Leavitt, CFA Financial Markets continued to rebound nicely in May as economies around the globe started to reopen.  There were also constructive news headlines related to effective...

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April 2020 Market Review

April 2020 Market Review -Darren Leavitt, CFA Global markets continued to rebound in April as global governments and central banks added more stimulus to combat the economic slowdown caused by...

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Mid-April Market Update

Mid-April 2020 Market Update - David Young, CFA We vividly recall the financial crisis of 2008. The economy was quickly contracting, several financial institutions required bailouts, layoffs...

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January 2020 Market Review

January 2020 Market Review -Darren Leavitt, CFA The markets started January with nice gains but gave back some of those gains later in the month on concerns related to the spread of the novel...

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December 2019 Market Review

December 2019 Market Review -Darren Leavitt, CFA US equity markets continued their ascent in December in what was an impressive showing for the markets in 2019.  Trade policy negotiation between the...

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November 2019 Market Review

November 2019 Market Review -Darren Leavitt, CFA US equity markets crushed it in November with substantial gains across all the major indices.  Record highs were inked for the S&P 500, up 3.4%,...

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October 2019 Market Review and Outlook

October 2019 Market Review -Darren Leavitt, CFA Global risk assets were in favor during the month of October.  In October, investors continued to be hopeful that a trade deal between the US and...

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Third Quarter Market Review and Outlook

Third Quarter Check-Up: Is the US Consumer Still Healthy? -David Young, CFA It may seem like a simple question with a simple answer, but there’s a lot more to it than you might think. Financial...

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September 2019 Market Review and Outlook

September 2019 Market Review -Darren Leavitt, CFA Equity markets around the globe bounced back from the sell-off we had in August.  Uncertainties around trade continued to be in focus for investors...

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August 2019 Market Review and Outlook

Market Recap August 2019 -Darren Leavitt, CFA Investors endured a volatile month in August that saw most developed and emerging equity markets decline. The S&P 500 lost -1.81% during the month,...

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May 2019 Market Review and Outlook

Market Review May 2019 -Darren Leavitt, CFA Equity markets did an about-face in May with the S&P 500 inking its first monthly loss of 2109.  Investors fled risk assets for safe-haven US...

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