4th Quarter 2023 Market Overview The stock market bolted higher in the final two months of the year, ending a topsy-turvy 2023 with sizeable gains. After enduring a decline of almost 10% from August to October, the S&P 500 rose 13.36% in November and December. It was a topsy-turvy year. Following the bludgeoning from 2022, […]

3rd Quarter 2023 Market Overview Bend But Not Break The stock market retreated in Q3, succumbing to pressure from higher interest rates. The decline broke a three-quarter win streak for the broad market. The month of September held true to form as consistently being the weakest seasonal period of the year. The S&P 500 fell […]

2nd Quarter 2023 Market Overview What’s Going On? It was a perplexing first half of 2023. Wall Street was caught offside at what unfolded in the markets and this has led to growing uncertainty about the optimum strategy for the rest of the year. At the beginning of the year, we remember, the dominant outlook […]

1st Quarter 2023 Market Overview What is Not to Like? What a difference a year makes. At the outset of last year, the stock market was at record levels; high-risk territory. Inflation was soaring, and interest rates were spiking. When war broke out in Ukraine, everything was compounded, as supply chains were interrupted. The combination […]