As we contemplate fixed income markets in 2021 and what is in store for 2022, it seems clear an inflection point is upon us. We have spent a large amount of the past few commentaries discussing inflation and the implications …
US equities were higher in 2021 with the S&P 500 up for a third straight year. There were a number of big themes in focus during the year. Covid vaccinations formed a key piece of the bullish narrative, particularly over the first several months of the year.
Environmental, Social, and Governance (ESG) investing has been one of, if not the most topical strategies in the financial markets this year. While various forms of responsible investment have been utilized by asset managers for almost four decades …
As we enter the home stretch of 2021, we are struck by the notion that economic conditions might actually make fixed income interesting again! Coming from a market practitioner, this sentiment is a bit tongue-in-cheek …
The majority of equity indices ended down for the third quarter of 2021 though the S&P 500 put up a positive return for a sixth straight quarter. For most of the quarter, markets performed well against the background of easy financial conditions…
