Quarterly Commentary Insights

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

Second Quarter 2023 Review and Forecast

Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

First Quarter Review and April 2023 Outlook

While there were concerns about an impending recession, both the U.S. and European economies showed resilience with growth rates exceeding expectations. Strong job security and wage growth led to continued high consumer spending.

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Q3 2022 Review and October Outlook

The Federal Reserve’s aggressive inflation-fighting monetary policy dominated news and the markets in the third quarter, spurring both a mid-summer rally and subsequent decline to new lows.

Ben Pace

Partner & Chief Investment Officer

Investing

First Quarter Review and April 2022 Outlook

After an extended period of abnormally low volatility coming out of the brief, but severe, bear market of March/April 2020, most global equity markets experienced at least a 10%+ peak-to-trough price correction during the first quarter.

Ben Pace

Partner & Chief Investment Officer

Investing

Third Quarter Review and Year-End Outlook

Low inventories, the need for supply to catch up with demand, strong jobs and wage growth, and very healthy corporate and consumer balance sheets all provide a favorable economic backdrop and imply a low probability of recession going into 2022.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.