A week in review - January 29, 2021

January 29, 2021 |Jamie Sodhi
It was an interesting week to say the least. Volatility surged for a brief period and then meaningfully retreated. Instead of the usual fundamental developments – the economic trajectory, path of the virus, interest rates, government policy, and earnings...
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A week in review - January 22, 2021

January 22, 2021 |Jamie Sodhi
It was a relatively good week for global equity markets, led in particular by the global technology sector which ultimately pushed some markets to new all-time highs. Much of the world was understandably focused on the inauguration of the 46th President...
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A week in review - Jan 15, 2021

January 15, 2021 |Jamie Sodhi
Things were relatively calm over the past week, as evidenced by the decline in market volatility. It’s been reassuring despite the headlines around the global Covid situation that remain troublesome. Growing comfort with the incoming U.S. administration...
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A week in review - January 8, 2021

January 08, 2021 |Jamie Sodhi
Happy New Year, 2021 has begun where 2020 left off. Investors are looking past Covid-19 concerns and headwinds to near-term economic growth with the view that the second half of the year will mark the beginning of a more permanent and sustainable global...
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