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Monthly Market Review for September 2021

-Darren Leavitt, CFA September proved again to be a difficult month for financial assets.  A narrative that the growth of global economies has peaked was evident during the month.  Market sentiment was further dampened by fears that inflation has become persistent...

Monthly Market Review for August 2021

-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe.  However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...

July 2021 Market Review and Outlook

Monthly Market Review for July 2021 -Darren Leavitt, CFA US equity markets forged new all-time highs in July despite fears of a slowdown in global economic growth due to the delta variant of Covid.  A bipartisan infrastructure bill made its way through the House and...

June 2021 Market Review and Outlook

Monthly Market Recap – June 2021 -Darren Leavitt, CFA US financial markets were able to rally to new records in June despite a more hawkish Federal Reserve and rhetoric that suggested the US economy had seen peak growth and peak inflation expectations.   A...

May 2021 Market Review and Outlook

-Darren Leavitt, CFA Financial Markets ended the month of May with mixed results.  A prominent rotational trade was again present throughout the month.  Inflation was top of mind and debated by investors as some economic data fueled concerns of a systemic increase in...

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...