Headline market returns were modestly positive, but May brought another volatile month for investors adding to an already tumultuous 2022. Macro risks remained abundant with the war continuing to rage in Ukraine, several notable central banks transitioning to restrictive monetary policy, and the pandemic still having a material impact on select areas of the world (most notably China). The world economy appears to be within a significant regime change which brings a variety of uncertainties to investors. Large-scale macroeconomic shifts usually lead to choppy markets but can create new opportunities on the other side. In the meantime, prudence and thoughtful planning are key.

RECENT INSIGHTS

May 9, 2024

Key Takeaways After a strong Q1 saw the S&P 500 jump over 10%, equity markets retreated in April with U.S....

READ MORE
April 15, 2024

Key Takeaways The first quarter was a continuation of late 2023, characterized by stronger-than-anticipated growth paired with tamer inflation and...

READ MORE
March 7, 2024

Modest economic growth expectations continue to be surpassed in the S., leading to a broadening ‘soft-landing’ consensus. On the contrary,...

READ MORE