2022 2nd Quarter Investment Commentary

real GDP

 • Stocks and bonds had a difficult start to 2022, falling together through the first half of the year. Rising interest rates amid an inflation spike was the main catalyst. • The economic backdrop remained uncertain with the U.S. economy contracting in the 1st quarter. Data was mixed but recessions risks increased. • Better…

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Market Update: February 25, 2022

range of stock & bond returns

It has been a rough start to the year for risk assets with the S&P 500 off 11%+ and U.S. growth stocks down even more. Both the Fed’s hawkish pivot and the Russia/Ukraine conflict have weighed on risk assets. We haven’t seen a 10% correction in the S&P 500 since March 2020, and we only…

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