News2023-02-16T16:06:46-06:00

News

January 2023 Market Review

February 16, 2023|

Market Start 2023 Off With a Bang Filter out the noise and stay the course. January 2023 Key Observations Broad asset classes rose higher off 2022 lows on cooling pricing [...]

2023 Market Recap

December 20, 2022|

2023 Outlook Goodbye TINA (There is No Alternative) - December 2022 Key Observations Our capital market forecasts increased across all asset classes, most materially in fixed income given the change [...]

November Market Review

December 15, 2022|

A Pivot to Pause? Signs of peaking inflation and the potential for central bank moderation in 2023 pushed equity marks higher in November. Key Observations Risk assets rallied on the [...]

October Market Review

November 9, 2022|

Bear Hunting A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. OCTOBER 2022 Key Observations Equity markets [...]

August Market Review

September 16, 2022|

Fresh Mountain Air, Same Hawkish Stance A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. Key Observations [...]

Reassessing the Evolving Market Landscape

June 28, 2022|

Reassessing the Evolving Market Landscape St. Louis, MO – June 28, 2022 — Mid-Year Market Review Key Observations: As outlined in our January 2022 Outlook – Navigating Moderation, we anticipated a challenging [...]

Market Review: When Hawks Cry

May 10, 2022|

A hawkish tone from the Fed leaves investors in a sad state. St. Louis, MO – May 10th, 2022 Key Observations The quick and material rise in interest rates had [...]

Variation on Theme

March 9, 2022|

Key Observations Positive macroeconomic news in early February was overshadowed by Russia’s invasion of Ukraine during the last week of the month. Markets were broadly lower, with real assets being [...]

Inflation, the Fed, Correction; Oh My!

February 9, 2022|

Key Observations Many markets entered a technical correction (defined as a 10 percent pull back or more) in January as headline inflation reached levels not seen since the 1980s and [...]

Navigating Moderation

January 10, 2022|

Our 2021 Outlook “Poised for Growth” did a fair job encapsulating last year as markets, economies and inflation (the current favorite word in the investing lexicon) all came roaring back. [...]

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