Quarterly Market Outlook & Strategy Report
Leigh Bivings, Ph.D., CFP®, CDFA™
July 9, 2024
In this report, we review the market performance across asset classes in Q2. We also take a close look at the state of the private
In this report, we review the market performance across asset classes in Q2. We also take a close look at the state of the private
Markets continued their impressive rally in Q1 as a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards
Markets staged an impressive rally in Q4 with the U.S. leading the way. Investor sentiment moved away from the “higher [interest rates] for longer” view
In our latest Market Outlook & Strategy report, we dissect the concentration of returns in the stock market so far this year and look at
Many investors have been wondering why markets are going higher if problems in financial markets are emerging and the economy seems to be signaling that
The outlook for 2023 is foggy, with little agreement amongst forecasters on how the year may shake out. But everyone agrees that inflation and monetary
In light of the poor performance of a classic 60% public equity and 40% bond portfolio in 2022, this report focuses on the ‘allure’ of
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,
This quarter’s report begins with a year-end summary of the markets in 2020 (and what a year it was!) before turning to our outlook and
Every financial asset trades at a level that is related to the present value of its future expected cash flows. That is, unless buyers and sellers are
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