May 07 2021

Investor Insights - May 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 45.8% As of April 30, FactSet reports the first quarter year over year earnings growth for companies in the S&P 500 was on track to be 45.8%. This is nearly d...

April 01 2021

Investor Insights - April 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers An estimated $9.6 billion in goods moves through the Suez Canal each day. Traffic ground to halt for nearly a week in late March as a containership, the Ever ...

March 01 2021

Investor Insights - March 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers The outperformance of the S&P 500 Value index against the S&P 500 Growth index during the month of February. Value stocks, which drastically underperformed in...

February 01 2021

Investor Insights - February 2021

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers According to JP Morgan, with 49.9% of companies in the S&P 500 having reported Q4 earnings so far, 84% have beaten their estimated earnings and 70% have beaten...

January 04 2021

Investor Insights - January 2021

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a pan...

December 02 2020

Investor Insights - December 2020

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers The S&P SmallCap 600 returned 18.17% in November, leading US stock asset classes in what was its best month of the year.       The Energy sector increased by ...

November 03 2020

Investor Insights - November 2020

See our recap of October's key statistics and market commentary below.  Noteworthy Numbers Small Cap Value stocks, the most beleaguered asset class in the US this year, led for the first time in October with a 3.63% return.                 US GDP gre...

October 02 2020

Investor Insights - October 2020

See our recap of September's key statistics and market commentary below.  Noteworthy Numbers There are 32 days left before Election Day in the United States.                     The S&P 500 Energy sector declined by 14.51% in September, continuing a ...

September 02 2020

Investor Insights - September 2020

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 gained 7.19% during August. It was the best August return since 1986.   The NASDAQ Composite has gained 49.33% over the trailing 12 months.    The r...

August 04 2020

Investor Insights - August 2020

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 tilted back into positive territory for 2020, with a year-to-date return through July of 2.38%. This index had fallen 34% from its peak by March 23 du...

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