Investment Insights Archive - BTC Capital Management

Core Fixed Income Post Best Quarterly Returns in 35 Years Core bonds returned 6.8% in the fourth quarter, which was the best quarterly

Thank You, Sir – May I Have Another? Equity investors received an unexpected gift of broad market returns during the fourth quarter,

2023 Economic Review Throughout 2023 we repeatedly used the term “resilient” to describe the U.S. economy. The most readily visible

BTC Capital Management is celebrating 20 years in business this year. A lot has changed over these two decades and I am proud of how the

The Resilience Continues Despite numerous forecasts of impending recession, the U.S. economy continues to grow. Second quarter GDP

Interest Rates Jump Interest rate volatility spikes again as we begin the fourth quarter with the MOVE Index jumping up above 140. This

All Fall Down Broad equity market indexes exhibited negative returns for the third quarter, as the Russell 3000 and the MSCI All-Country

Resilient If there is one word that could be used to describe the performance of the U.S. economy over the first half of 2023, it would be

Inflection Point – From Tightening to Easing Broad market high grade bonds declined by -0.8% this quarter reducing their year to date

Equities Continue Their Ascent Equity markets continued their year-to-date (YTD) rise during the second quarter, building off the strong

Has Spring Sprung? U.S. equities rose 7.2% during the quarter, posting the same quarterly return as that of fourth quarter 2022. Growth

Stress Tests In the first quarter there were numerous anxiety inducing factors for individuals and institutions to incorporate into their