Equity Commentary

What a ride!
What a way to start a decade. Our major concerns coming into the new year were what US-China trade conflict resolution would look like and the impact of the 2020 general elections.

Fixed Income Commentary

“Weeks Where Decades Happen”
The first quarter of 2020 was figuratively one of those “weeks where decades happen,” to quote the popular Vladimir Lenin phrase.

Economic and Market Overview

A Tale of Two Cities – Redux
What a difference a quarter makes. You may recall Jon Augustine, in our last Insight, presented a quote from the Charles Dickens novel mentioned above; “It was the best of times, it was the worst of times.” Investors experienced what Dickens captured as the “worst of times” as market volatility surged during the first quarter.