Fourth Quarter 2021

The benign market equity investors enjoyed over the summer months, and for much of the last year, came to an abrupt halt in September, as volatility returned to markets. There […]

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October 2021

Earnings to the Rescue (Again) After a volatile September, where markets were focused on macro headwinds –slowing growth, Chinese property sector woes, surging inflation and rising bond yields –October has […]

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July 2021

Earnings to the Rescue The summer months can often see a softer patch for equity markets. Over the very long-term, investors have witnessed a peculiar phenomenon – where equity returns […]

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