Market Volatility Increases with Russia Invasion
Financial markets do not like uncertainty. Having struggled with an unfamiliar pandemic over the last couple of years, followed by a resurgence of inflation and now a hawkish Federal Reserve likely on the verge of hiking interest rates in March, investors are increasingly on edge over what a Russian invasion of Ukraine means to them […]
Q1 2022 Economic and Market Update
Financial market volatility resurfaced last month with stocks falling the most since March 2020 as elevated inflation (+7.5% year-over-year in January), rising interest rates, and waning central bank support all combined to dent consumer sentiment while clouding otherwise positive jobs data and earnings reports. Markets have recovered a portion of their losses through mid-February, but […]
Market Update: S&P 500 Officially Enters Correction Territory
Following its worst week since March 2020, the S&P 500’s losing streak extended into a fourth week as the bellwether index has now fallen more than 10% since its early January highs, with the brunt of selling most concentrated in growth and smaller companies. Wall Street refers to a slide of this magnitude as a […]
Video Discussion: What Could 2021 Key Market Events Mean for 2022?
2021 was a unique year, to say the least. While we collectively experienced a change in leadership, the pandemic pressed on, and millions left the workforce, investors faced everything from double-digit S&P gains to rampant inflation and record-low interest rates. What might 2022 bring? In our latest video discussion, JNBA Chairman and CEO Richard S. […]
Market Update: The Fed, Inflation, & Omicron
The newly discovered COVID-19 variant known as Omicron spooked the markets last Friday and led to the worst daily performance of 2021, with all major indices down more than 2% amidst a flight-to-quality move across all major assets classes. After a large buy-the-dip rally earlier this week on hopes that the new variant would be […]
Q4 2021 Economic and Market Update
Despite ongoing supply chain problems and an acceleration in inflation that briefly gave investors the jitters in September, markets have quickly rebounded back to near all-time highs with sentiment remaining ebullient as we head into the seasonally strong holiday period. Third quarter earnings results have given investors much to be optimistic about in our view, […]
How Autumn’s Market Activity Could be Setting the Stage for 2022
There was plenty of market turmoil in September, followed by a more positive October. What could that mean for the future? With earnings season wrapping up, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at recent market activity […]
Podcast: How has Q3 market activity shaped what may lie ahead?
The third quarter of 2021 was one for the record books with historically low interest rates, the first real resurgence of volatility since last fall, and now, after six months of relative calm, bond yields appearing to rise again. In our latest podcast, David Webb, Director of Investment Management and a leader of our […]
Podcast: What’s driving the markets this fall?
While fall means cooler weather, back-to-school, and raking leaves, historically it also kicks off a more difficult period for investors. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, talks about the markets with Senior Advisor and Investment Strategist Michael Bilotta. They discuss what has been […]
Q3 2021 Economic and Market Update
Having doubled off its March 2020 lows, the S&P 500 has continued to set several new record highs this year, and it has now been around 10 months since the last 5% correction. Investors remain enamored with strong quarterly profits, which continue to beat estimates. Meanwhile, companies are taking advantage of the strong enthusiasm for […]