Category Archives: Market Snapshot

Current Market Snapshot

First Quarter 2021 Market Snapshot

First Quarter 2021: Does the Game Have to Stop? A bland return of 1.4% for a global 60/40 portfolio hid significant churn beneath the surface in the first quarter. Investors turned their attention from work-from-home companies that had soared in 2020 and rotated to shares of companies ready for the re-opening economy. Value-oriented, small-cap, and … Continue reading First Quarter 2021 Market Snapshot


Third Quarter 2020 Market Snapshot

Third Quarter 2020: Tech Bubble 2.0? Investors rode a $20-trillion global stimulus tsunami to fresh highs over the summer before renewed concerns put a pause on the rally in September. July and August were a continuation of the rebound from the market bottom in late March, with risk assets, particularly technology-oriented shares, reflating amid better … Continue reading Third Quarter 2020 Market Snapshot


Second Quarter 2020 Market Snapshot

Second Quarter 2020: Federal Intervention Masks Underlying Economic Uncertainty Rising Covid-19 cases, mass unemployment, and stop-start reopenings have hurled uncertainty at the markets and yet, the S&P is down only 3% for the year-to-date ended June 30th. The second quarter rally, with the S&P rebounding 20%, has notably amplified one familiar market trend of the … Continue reading Second Quarter 2020 Market Snapshot