How Are the Markets Doing?
July 11, 2024
Now that the first half of 2024 is over, let’s look at how the performances differ from country to country, from sector to sector, and
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Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
Now that the first half of 2024 is over, let’s look at how the performances differ from country to country, from sector to sector, and
It looks like this wall of worry is a lot taller than thought. After climbing it in 2023 (up 23.8%), the S&P 500 continued its
Just like the adage on Wall Street that markets always climb a wall of worry, Global Equity Markets – defined by MSCI World Index Total
After the second-best yearly first half of this century, the third quarter of 2023 has not been too friendly to the bulls of this market:
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
Judging by what we read in the newspapers lately, we would think the stock market is struggling with high inflation and a banking crisis around
2022: a perspective on annual stock market returns in the last 100 years Now that 2022 has ended, we can say it has been a
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.
The price-to-earnings ratio or P/E ratio is a tool for assessing a company’s valuation. This straightforward, quantifiable metric allows you to compare companies operating across
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Personal finance expert Dave Ramsey’s recent suggestion that retirees should be able to withdraw 8% of their portfolios in their first year of retirement, adjusted