Market Review and Outlook

March 2021 Market Review and Outlook

-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into value-oriented cyclical issues extended US equity indices gains in March.  Covid-19 inoculations continued to ramp up in the US as broader segments of the population became eligible...

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January 2021 Market Review and Outlook

-Darren Leavitt, CFA Financial markets started 2021 in strong form but lost some ground in the final week of trade.  Covid-19 vaccines continued to be developed, and inoculations continued to be administered to front line workers and the elderly.  A light at the end...

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October 2020 Market Review and Outlook

-Darren Leavitt, CFA Global financial markets had mixed performances in October.  Investors were hoping for another tranche of stimulus from Washington, but the politicians were too far apart to get a deal done in the end.  The US Presidential election continued to...

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July 2020 Market Review and Outlook

-Darren Leavitt, CFA Covid-19 infections continued to hobble the reopening of specific geographies around the world, while efforts to produce a vaccine continued to show positive progress.  Central banks were reasonably quiet during the month, keeping policy rates low...

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June 2020 Market Review and Outlook

-Darren Leavitt, CFA The financial markets continued to be volatile throughout June but were ultimately able to build upon May’s gains.  Optimism surrounding the reopening of the global economy fueled investor’s risk appetite for cyclical issues such as financials and...

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May 2020 Market Review

-Darren Leavitt, CFA Financial Markets continued to rebound nicely in May as economies around the globe started to reopen.  There were also constructive news headlines related to effective coronavirus therapies and positive data on some early-stage results for...

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