Weekly Letter: A Perspective on the 2021 Financial Markets

Mar 26, 2021 |Warren Andrukow
Global equity markets were modestly lower over the past week. The investing backdrop hasn’t changed much over the past month. The global economy has been resilient and investors expect growth to strengthen as the year progresses despite renewed concerns...
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Weekly Letter: A Perspective on the 2021 Financial Markets

Mar 19, 2021 |Warren Andrukow
All eyes were on the U.S. central bank this past week. And investors got what they were hoping for as the Federal Reserve reassured them that they have no plans to change policy any time soon. Nevertheless, bond markets continued to sell off, while parts...
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Weekly Letter: A Perspective on the 2021 Financial Markets

Mar 12, 2021 |Warren Andrukow
The upward pressure on bond yields that had been so notable of late was less pronounced over the past week, driven by a confluence of factors that we explain below. Meanwhile, trends on the virus front have deteriorated. The next wave of the pandemic...
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Weekly Letter: A Perspective on the 2021 Financial Markets

Mar 05, 2021 |Warren Andrukow
The narrative in the global markets hasn’t changed much over the past few weeks. The volatility in bond markets, caused by growing inflation concerns, continues to be the central issue of focus for investors. This has led to some weaker equity market...
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