Quarterly Market Commentary - Q1 2024

Strong Start to 2024, but Risks Remain
April 9, 2024

While we have been more optimistic than the market about the macro-outlook and probability of a “soft landing,” there are a number of risks that we remain focused on, including a policy error by the Federal Reserve; concerns about commercial real estate; geopolitical developments; and, of course, the US election this fall.

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Market Commentary - April 2023

April 14, 2023

Our Investment Strategy Group's Quarterly Market Commentary for April 2023 shares their market review and outlook for the first quarter of 2023.

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Market Commentary - April 2022

April 21, 2022

The global equity and fixed income markets suffered negative returns as volatility surged and investors’ attention was drawn to Russia’s invasion of Ukraine, surging inflation and the Federal Reserve’s tighter monetary policy stance, among other items.

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