Market Update Feb 2022
Update on market outlook: potential capital markets impact of Russian invasion of Ukraine Since its beginning, 2022 has been challenging to investors and the geopolitical order. While we will be sending out our comprehensive quarterly piece shortly, today’s news regarding the Russian invasion of U
Market Update May 2022
Market declines YTD and perspectives on high-quality growth stocks Although we recently provided a quarterly update, the equity markets have continued to decline since then. Additionally, this year, growth stocks have materially underperformed value stocks (a sharp reversal vs. the large o
Market Update Sept 2021
Update on market outlook: heightened US market volatility expected and perspectives on Emerging Markets We hope everyone enjoyed the summer and are staying safe and healthy. We recently published our comprehensive quarterly piece in August and wanted to follow up with a brief note to address recent
Market Update Jan 2021
Update on market outlook: after COVID resurgence, vaccine news and US election results Happy New Year! We hope everyone enjoyed the holiday season and are staying safe and healthy. 2020wasanunprecedentedyearintermsofaglobalhealthpandemicandfinancial markets’ reaction to the pandemic and other glob
Market Update May 2020
Update from April 14 Memo: recent market events and continued positioning in high quality stocks We hope everyone is enjoying the start of spring and staying safe and healthy during these trying times. With the quarterly earnings season having commenced and countries globally starting to gradually l
