Market Update

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Early Stages of the Inflation Cycle

What Happened in April? April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (- 8.8%) and…
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What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…
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Our Perspective on Russia & Ukraine

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen…
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