The 1st quarter of 2022 was a powerful reminder that risk is an ever-present reality in the markets. The concerns in our Q4 2021 note, that the normalization of interest rates would be significant and could last for years, is coming to fruition.
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The 4th quarter of 2021 was what we believe to be a powerful continuation of the bull market that seemed to confound the realities of an uncertain Omicron outlook and a more hawkish communicating Federal Reserve.
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Download PDF The 3rd quarter of 2021 was a literal tale of two cities. The September 2nd’ quarterly peak drove S&P returns up about 5.8% rising on significant reopening optimism. However, concerns about a Chinese growth roll over and credit issues combined with the potential for a more hawkish FED nearly erased all the S&P’s gains.…
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