What Did We See? Where Do We Stand? With another quarter of healthy returns under investor’s belts the spectre of a soft landing for the U.S. (and Global) economies is now closer to reality. However, this soft landing scenario has

What Did We See? Where Do We Stand? In the face of continued reductions of the number of rate cuts coming in 2024, the US market showed remarkable resilience in the second quarter. Ongoing optimism around the health of the

What Did We See? Where Do We Stand? The debate over a hard landing or a soft landing for the US economy has been an obsession of market pundits for some time now. Is economic growth going to hold up

What Did We See? Where Do We Stand? The stock market finished 2023 with a very strong rally that surprised even the most bullish of investors. The Federal Reserve held their last meeting of 2023 during the quarter, holding rates

What Did We See? Where Do We Stand? The third quarter of 2023 proved to be a bit of a reality check for investors as both Bond and Stock markets fell. Economic data was a major driver of the moves

What Did We See? Where Do We Stand? U.S. Large Cap stocks posted another quarter of very strong gains attributed to the outsized performance of only a handful of stocks. While the majority of Global markets (and much of the

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were up about 7.5% in Q1. The developed market of Japan was up about 7%. Europe and the U.K. were up about 10% and 3% respectively. Emerging

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were up about 8% in Q4, down about 18% in 2022. The developed market of Japan was up about 3%. Europe and the U.K. were up about

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were down about 5% in Q3. The developed market of Japan was down almost 1%. Europe and the U.K. were down about 4.5% and 3.5% respectively. Emerging

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were down about 16% in Q2. The developed market of Japan was down almost 4%. Europe and the U.K. were down about 10% and 5% respectively. Emerging