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Apr
2020
By Poorvi Parekh, CFA
First quarter investment results were defined by markets’ reactions to the global virus-fighting lockdowns and closures of the developed world, resulting in a decline in the U.S. equity markets (Russell 3000 Index) of -20.9%, the non-U.S. equity markets (MSCI ACWI-ex U.S. Index) of -23.4%, U.S. high yield bond markets …

Jan
2020
By Poorvi Parekh, CFA
As most of our clients have long investment horizons, we focus more on longer-term returns. Previously, a 10- year horizon seemed to be a reasonable period for a full market cycle, but as we stand at the cusp of the 2020s, we look back at a rather unusual decade. We reminisce positively at the strong performance of …

Oct
2019
By Poorvi Parekh, CFA
As one of the longest economic expansions in U.S. history persists, the news of the third quarter of 2019 focused on the financial impact of continuing trade wars, a potential global slowdown, geopolitical unrest, an inverted yield curve, central bank monetary policies, currency depreciation, market volatility, risk of…