Quarterly Commentaries

2024 Q4 Quarterly Commentary

January 15, 2025

By Renee Kwok and Brian Presti

While stocks may have skipped a Santa Claus rally, they still delivered good returns for the year. For the first time this millennium, the S&P…

2024 Q3 Quarterly Commentary

October 15, 2024

By Renee Kwok and Brian Presti

The path to higher asset prices during the third quarter was eventful and at times dramatic. An historic spike in volatility in early August led to…

2024 Q2 Quarterly Commentary

July 15, 2024

By Renee Kwok and Brian Presti

Disinflation Strikes Back: The April, May, and June Consumer Price Index (CPI) data likely put to rest fears of a dreaded second wave of inflation.…

2024 Q1 Quarterly Commentary

April 15, 2024

By Renee Kwok and Brian Presti

Burning Questions… 2024 picked up right where 2023 left off, with global equity markets rallying on the back of better than expected economic and…

2023 Q4 Quarterly Commentary

January 15, 2024

By Renee Kwok and Brian Presti

“Red Light, Green Light”: Markets played their own version of the popular children’s game “Red Light, Green Light” during the fourth…

2023 Q3 Quarterly Commentary

October 15, 2023

By Renee Kwok and Brian Presti

In October 1991, three weather systems converged off the coast of Nova Scotia. The severe event that resulted from this rare combination was…