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Investment Commentary Investments & Economy Grow

Bear Market: Painful Present Creates Future Opportunity

| 7/18/22 9:50 AM
12 minute read

A lot has happened since our last investment commentary. The first half of 2022 has been the worst first six months of a year for stocks and bonds since 1970. No doubt it’s been an extremely difficult year, with equity markets falling into bear market territory (down more than 20%) and low-risk bonds also registering double-digit losses. Over the past few months, the economic backdrop has worsened, with sustained high inflation..

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Investments & Economy The Week Ahead Grow

The Week Ahead – Anatomy of a Recession

By | 6/21/22 10:54 AM Brett Dulyea, CFA, CAIA
| 6/21/22 10:54 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Hope all the dads out there had a wonderful Father’s Day. Becoming a father 12 years ago has been the most rewarding experience of my life. I was fortunate enough to be able to spend the day with my father on Sunday. As we were chatting, he leans in and says “So, we’re in a recession, right?”..

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Investment Commentary Investments & Economy Grow

Market Action Update: Eye on the Bear

| 6/14/22 3:42 PM
3 minute read

The S&P 500 officially entered “bear market” territory after flirting with it in the month of May. This is now the eleventh bear market for the S&P 500 since it was first created back in 1957, and the first since March 2020. In the last few days the S&P 500 has experienced declines of -1.08%, -2.38%, -2.91%, and -3.88%, for a whopping -10.25% correction. As noted in our most recent The Week Ahead – The Same Story… On Repeat, last..

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