What is Going on with Inflation?

Maggie Mayer Quarterly Market Commentary

We have spoken about inflation the last few months. As expected, the topic continues to drive many conversations. Much like other investment decisions, the inflation data is only the start of the process. Just as consequential is the reaction to the data.Federal Reserve Goal Conducting monetary policy is one of the five key functions of the Federal Reserve System. Monetary policy is defined as “ promoting maximum employment and stable prices in the U.S. economy”.1 Both maximum employment and stable prices have an element of subjectivity. What is the correct employment number? What is the desired stable price? What is the …

2020 First Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

2019 Fourth Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

2019 Second Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

2019 First Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

2018 Second Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

2017 Market Review

Maggie Mayer Portfolio Management, Quarterly Market Commentary

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year. Read All

Second Quarter Market Review 2017

Maggie Mayer Portfolio Management, Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

First Quarter Market Review 2017

Maggie Mayer Portfolio Management, Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All