2021 1st Quarter Market Review
Video – Short Version Video – Long Version With Charts Executive Summary What a Difference a Few Months Can Make! Our portfolio positioning, which included
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Video – Short Version Video – Long Version With Charts Executive Summary What a Difference a Few Months Can Make! Our portfolio positioning, which included
Short Video Review Full Video Review Executive Summary The Year 2020 in review: A Bear, a Bull, and Quite Some Froth When COVID-19 suddenly shuttered world
Short Video Review Full Video Review Client FAQ Executive Summary A K-shaped recovery, and a future driven by new trends A little over six months
Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many
Turbulent times ahead. Given the very positive market performance of 2019 throughout most asset classes, we had already increased our cash positions, as we felt the need to be cautious in the giddy “risk-on” atmosphere that lasted until at least early February. Our prudence did provide some cushioning to our portfolios when the markets plummeted.
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