Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
Will Wurm

PDF download Q2 2022 : Under Pressure

Summary: The first half of 2022 presented losses in most all asset categories, including stocks, bonds, and cryptocurrencies, with only commodities rising in price. To put it into historical perspective, the S&P 500 index dropped 20.6%, the worst first half of the year since 1970; the Dow Jones Industrial Average fell 15.3%, the worst start since 1962; and the NASDAQ decline of 29.5% is its poorest beginning on record.

Past issues:     Q1 2022     Q4 2021     Q3 2021     Q2 2021    

Municipal Fixed Income
Evan Slater
Stephen Steglitz

 

 

PDF download Q2 2022 : Municipal Market Update

Past issues:     Q1 2022     Q4 2021     Q3 2021     Q2 2021