Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends that made headlines in 2022 ...
Summer 2022 Market Recap & Outlook
There have been lots of headlines over the last six months, so what’s top of mind for our Investment Team? ...
Mid-Year 2021 Market Recap & Outlook
Following a quarter of relative “normalization,” our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap ...
Winter 2021 Market Recap
As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...
Fall 2020 Market Recap
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches – hear our team’s ...
Summer 2020 Market Recap
“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s ...
Fall 2019 Market Recap
In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment Officer Michael Moriarty offer insights ...
Summer 2019 Market Recap
In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team discuss recent market trends and ...
Chartology: August 2019
In this month’s edition of “Chartology”, Deputy Chief Investment Officer Dmitriy Katsnelson provides context around today’s low-yield environment. Welcome to ...
2019 2nd Quarter Commentary: “From Fear to FOMO”
It was just over six months ago that we penned a piece about the then market sell-off, cautioning against knee-jerk ...
2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”
“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...
2020 1st Quarter Commentary: “Poorly Drawn Corollaries”
In this letter: A rush for the exits drains liquidity from most equity and fixed income markets resulting in a ...