Commentary

2019 3rd Quarter Commentary

2019 3rd Quarter Commentary

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During the quarter, equity markets were volatile. The S&P 500 set a record high in July but retreated during August as the trade war with China escalated and many global bond markets signaled a looming recession. We saw a recovery in September as...

2019 2nd Quarter Commentary

2019 2nd Quarter Commentary

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During the quarter, equity markets experienced some volatility due to trade negotiations, but ultimately reached a new record high, and the S&P 500 posted its best first half in 20 years. The S&P 500 ended the...

2019 1st Quarter Commentary

2019 1st Quarter Commentary

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During the quarter, equity markets experienced a strong rebound and reflected the best start to a year since 1998. The S&P 500 ended the period at 2,834—4% below the record high reached in September 2018. As noted in our year-end Commentary, we viewed the fourth-quarter correction as an opportunity.

2018 4th Quarter Commentary

2018 4th Quarter Commentary

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During the quarter, equity markets experienced a major correction, and the S&P 500 ended the year at 2,507—15% below the record high reached in September. Although corporate results seem strong, investors are concerned about slowing earnings in 2019, a spreading global economic slowdown, an escalating trade war with China, and the possibility of further interest rate increases

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