Weekly Insight | March 25, 2020

It’s been a week of positive returns in domestic equity markets, and that feels good to write. The S&P 500 return over the week was 3.27%. This comes on the heels of the potential passage of stimulatory fiscal and monetary actions.

Weekly Insight | March 18, 2020

Markets continue to sell-off as the western world shuts down business to minimize the spread of COVID-19 (coronavirus). The S&P 500 was down 12.5% on the week and held up better than other global indices.

Weekly Insight | March 11, 2020

Global equities sold off sharply on the week as COVID-19 (coronavirus) headlines accelerated and became more dire. The S&P 500 was down 12.4% on the week while small caps fell more than 17%.

Weekly Insight | March 4, 2020

It has been a see-saw week with equity markets seeing both highs and lows. The coronavirus and reactions to the virus continue to significantly impact performance of investment markets. Equity markets took a big dip last Thursday, after global increases in the number of coronavirus cases was reported.

Weekly Insight | February 19, 2020

The impact of the Coronavirus on the U.S equity markets was somewhat muted this week. The S&P 500 saw a gain of 0.40%. A contributing factor to the gain is better than expected earnings reports from U.S companies.

Weekly Insight | February 12, 2020

Global equities were positive on the week. The S&P 500 gained 1.4% and outpaced small cap domestic stocks. Emerging markets bounced back a little with gains of 1.9%. The Bloomberg Barclays Aggregate Bond Index gained 0.3% on the week.

Weekly Insight | February 5, 2020

The preliminary Gross Domestic Product (GDP) growth number for the fourth quarter of 2019 was released this week. Slow growth is what was expected, and slow growth is what we got.

Weekly Insight | January 29, 2020

Equities turned down as coronavirus fears offered an easy opportunity to take profits. The virus could still be underappreciated given the large number of cases and uncertainty on key attributes.

Weekly Insight | January 22, 2020

Fourth quarter earnings reports have started coming in and more companies are beating expectations than not. Close to 12% of S&P 500 companies have announced so far. Of the companies that have announced, 67% reported earnings above consensus, 9% in-line  with consensus and 24% below consensus.