As of March 20, The World Health Organization (WHO) has confirmed 209,839 cases of people testing positive for COVID-19 across 168 countries and territories, a significant increase from what was reported just one week ago. As the number of cases and deaths increases,...
Last week was defined by market volatility, fledgling government policy responses, and a broader adoption of social distancing, both voluntary and directed. All markets have been volatile, with the 10 Year US Treasury yield moving from 0.54% on Monday to 0.96% by end...
For the week ending Friday, March 6, 2020, the equity markets were extremely volatile and yet ended the week +0.5%. The market digested a surprise rate cut from the US Federal Reserve, increasing cases of COVID-19 globally, unexpected Super Tuesday primary results in...
The rising number of coronavirus cases and heightened media attention on the situation have contributed to an increase of stock and bond market volatility, introducing higher uncertainty to the short-term investment outlook.Over the past twenty years, our team has...
“The most informed investors intentionally seek out opposing views and conflicting data sets to incorporate into their decision-making process.” As a global community, people are struggling to access, process, and use data effectively to make good decisions. Bombarded...
Global equities are off to their best start in over 20 years, serving as a reminder that fundamentals matter and market timing a thoughtful and high-quality strategy can be more dangerous than volatility itself.
Painful as the shutdown has been, the more serious issues lie in growing deficits and uncertainty about trade.
Volatility such as we have seen in the 4th quarter is no reason in itself to make wholesale changes to a well-planned investment strategy.
What has fundamentally changed in just the last few weeks to justify this market sell-off?