Commentary Tagged with “quarterly commentary”

Market and Economic Commentary: Q2 2023

CIO Ron G. Albahary, CFA discusses the implications of the recent bank failures for interest rates, inflation and the credit markets and how we have prepared portfolios for what is likely to be another volatile year driven by a change in market regime.

Apr 19, 2023
Market and Economic Commentary: Q3 2022

With ongoing slowing growth, we may already be in a recession, despite inflation and rising interest rates. While recessions are challenging, they are often a normal part of the market cycle and can bring with them some opportunities.

Jul 25, 2022