Bi-weekly Client Letter 2023-03-31

March 31, 2023 |Beth Arseneau
The past few weeks have come as a relief to investors as bond and equity market volatility has subsided to some extent. Positively, the recent turmoil witnessed in the banking sector appears to have been contained. That should leave investors feeling...
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Bi-weekly Client Letter 2023-03-17

March 17, 2023 |Beth Arseneau
It’s been a whirlwind of a week in global markets. Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has...
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Bi-weekly Client Letter 2023-03-10

March 13, 2023 |Beth Arseneau
A tug of war has emerged this year in global markets. On one end, a view that tight financial conditions will eventually lead to a recession and equity market weakness. On the other side, the belief that a resilient economy will lead to stickier inflation...
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