Category: Equities

At a high level, global stock market activity appeared uneventful in the third quarter of 2021.

It has been a great year for stocks, and 2021 is only half over!

It was a tumultuous quarter for global stock markets, but in the end the narrative remains the same.

Against the fourth quarter backdrop of a raging pandemic and a highly contentious U.S. election, global stock markets continued to climb...

“Don’t fight the Fed” The third quarter of 2020 was a tug of war between the optimists and pessimists.

“This time is different” … or is it?

Volatility spiked to historic highs and stocks prices fell precipitously in the first quarter of 2020, driven by fears of a coronavirus-induced global recession.

During the fourth quarter, stock prices rose throughout the world, with the U.S. market and international markets both returning approximately 8% including dividends.

The third quarter saw a continuance of choppy stock market conditions.

Security selection has always been an important part of our investment process, along with a focus on quality.