by arleneadmin | Feb 13, 2023 | Research, Weekly Market Commentary
Soft landing or no soft landing, that is the question, with all due respect to William Shakespeare. But while this may be the most commonly asked question these days, it may not be the most important or the toughest. That honor goes to what’s priced in. Good market...
by arleneadmin | Feb 6, 2023 | Research, Weekly Market Commentary
Investors got more excited about international investing late last year. Some of that was chasing better returns, as developed international equities solidly beat the U.S. over the last three months of 2022. Some was the increased popularity of value investing as...
by arleneadmin | Jan 31, 2023 | Research, Weekly Market Commentary
The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month. The pace and composition of the rally have left many investors skeptical over its sustainability, especially...
by arleneadmin | Jan 26, 2023 | Research, Weekly Market Commentary
The latest episode of the debate between stock market bulls and bears has gotten more interesting. For every valid point from one side, there’s an equally compelling argument on the other side. Perhaps the best reason for the debate is the uniqueness of this...
by arleneadmin | Jan 23, 2023 | Research, Weekly Market Commentary
Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index...
