perspectives

insight & investment commentary

 
 
Investment Commentaries: 4th Quarter 2021

After a shaky start to the quarter, the S&P 500 index of US large-cap stocks resumed its upward trajectory and added another 11% to end the year at an above-average increase of 28.7%. On the other hand, bonds in aggregate delivered a flat year, with the BarCap US Aggregate Bond Index returning 0.0% as yields faced upward pressure. Heading into 2022, we see investors beginning to…

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CommentariesJohn Barnes
Investment Commentaries: 3rd Quarter 2021

After above-average gains over the first half of 2021, equity markets weakened in the 3rd quarter as investors began to come to terms with increasingly strong headwinds. Attention has shifted from concerns about a prolonged COVID-induced reduction in consumer demand, to concerns about global supply chain constraints…

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CommentariesJohn Barnes
Investment Commentaries: 2nd Quarter 2020

"If you can make it halfway and one more step, it's longer to go back, and shorter to finish. So, you just finish." – John Lakeman

The end of the second quarter marks the mid-point of the year, and in many respects the above quote seems tailor made for 2020. The year for markets is another story…

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