Markets react to risks of rising global conflict Geopolitical events can rattle markets in the short term but historically have had less of a long-term impact on returns. Capital Market Impact March 2, 2022
Market resilience reemerges in the face of geopolitical uncertainty Equity markets defied expectations last week, with the S&P 500® Index managing a tremendous reversal Capital Market Impact February 28, 2022 economic growthinflationinterest ratesmarket commentary
Bond investors get emotional Interest rate spikes and widening spreads have upped the level of fear in the bond market. Capital Market Impact February 16, 2022 income planninginterest ratesinvesting strategiesmarket commentary
Cycle Watch | February 2022: Steady, but slower The economy grew 6.9% last quarter, but momentum appears to have faded amid the Omicron variant and supply shortages. Capital Market Impact February 15, 2022 interest ratesmarket commentary
Investor fear shifts to confusion as the Fed hints at rate hikes Markets escaped a four-week losing streak last week with the help of a Friday rally, though investors continue to express concern. Capital Market Impact January 31, 2022 economic growthinflationinterest ratesmarket commentary
Value stocks closing the gap Tech stock outperformance has powered the large-cap indexes recently, but the tide may be turning toward value. Capital Market Impact January 25, 2022 investing strategiesmarket commentary
Look at alternatives to seek income goals With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer. Capital Market Impact November 30, 2021 investing strategiesmarket commentary
Will tapering tame the market? Equity markets have thrived on “easy money”. What will happen when the Fed pulls back on liquidity? Capital Market Impact October 27, 2021 investing strategies
Markets at record levels despite persistent inflation pressure Equity markets have staged another impressive recovery, with the S&P 500® Index breaking out to a fresh record high Capital Market Impact October 25, 2021 economic growthinflationinterest ratesmarket commentary
End of an era for equities and bonds? Traditional 60/40 portfolios have done well since the financial crisis, but investors may need new strategies. Capital Market Impact October 21, 2021 investing strategiesmarket commentary
