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Our Take on the Market

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2020 Q2 Investment Perspectives

If I had predicted in early April that just three months later, stocks would have rebounded and recouped most of their losses, you would have laughed at me. Yet, here we are. During the second quarter, there was a complete turnaround in sentiment, reflecting rising optimism for a vaccine for the COVID-19 virus and a nascent economic recovery.

2020-07-16T15:52:05+00:00Our Take on the Market|

2020 Q1 Investment Perspectives

Andrà tutto bene. It is an expression being used increasingly across Italian social media amidst the severe COVID-19 breakout in that country. Translated, it means “everything is going to be all right.”  It’s a message of hope, a message of strength, and a message of looking ahead to better days.

2020-04-13T17:35:48+00:00Our Take on the Market|

2019 Q3 Investment Perspectives

What a difference a year makes. A year ago, we were in the midst of a stock market rout. Recall that the S&P 500 fell 13.5% in the fourth quarter of 2018, as the Fed was still considering rate increases and the trade war with China was just beginning.

2019-10-17T19:11:20+00:00Our Take on the Market|
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