Rita Li, Investment Advisor

January 2024 Market Update

January 30, 2024 |Rita Li

The latest rate hiking cycle has been the most aggressive cycle in the last four decades, creating a new paradigm of investment decisions. Prior to 2022, few people were interested in discussing fixed income; now, investment conversations have turned...

October Market Update

November 02, 2023 |Rita Li

We’ve weathered through a difficult period in the third quarter of 2023. While August and September tend to be seasonally weak in the stock markets, they tend to be followed by rallies in October, this seasonal pattern was disrupted in part by the Israel...

January Market Update

January 05, 2023 |Rita Li

For a while, it felt like everything was going to the moon. The pandemic bust-boom-bust cycle has been a wild roller coaster ride. It is also the best reminder on how much markets can swing on sentiments alone both on the upside and downside. As we enter...

March Market Update

March 31, 2022 |Rita Li

Markets have shown incredible resilience in the face of a number of pressure points. Continued supply chain disruptions from the pandemic, higher costs in food and energy, and tightening monetary policies to name a few. On the other hand, earnings continue...

February Market Update

March 01, 2022 |Rita Li

We are seeing more heightened volatility as markets digest the fallout from the Russia and Ukraine conflicts. There have been pullbacks between 8-13% in S&P500 and NASDAQ year to date. From a purely financial and economic perspective, localized conflicts...

October Market Update

November 02, 2021 |Rita Li

Macro Update We now cast our eyes towards 2022, where many investors are concerned about the outlook for next year and wondering what will be in store for them in terms of return expectations. Some key takeaways are: Due to the supportive actions taken...

May Market Update

June 01, 2021 |Rita Li

Macro Update Markets have been in a holding pattern for most of April and May, with the exception of the technology heavy NASDAQ index retreating from all-time highs. The drivers that have propelled the markets to all-time highs have not changed: faster...

January Market Update

January 29, 2021 |Rita Li

January 2021 market update, S&P500 market return target, sector rotations and GameStop

Checking in on the Recovery

August 12, 2020 |Rita Li

The financial markets, U.S. in particular, have staged a V shaped recovery. We now follow the economic releases closely for confirmations of the same recovery in the real economy. The earnings reported so far in the second quarter have not been as negative...

Has the stock market bottomed from the covid-19 shock?

March 31, 2020 |Rita Li

March in Review We have had the biggest single day drops since the Great Depression and understandably investors are spooked. I have clients asking me if this time is different, as the impact of covid-19 on the economy are at an unprecedented global scale...

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Market Updates

January 2024 Market Update

October Market Update

January Market Update

March Market Update

February Market Update

October Market Update

May Market Update

January Market Update

Checking in on the Recovery

Has the stock market bottomed from the covid-19 shock?

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