Chief Investment Officer | Portfolio ManagerVeridien Global Investors
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Markets in Motion – Will Santa Come Early?
A little over a month ago, various Federal Reserve officials directed a pause and started to signal that the US central bank might have reached its terminal destination in this rate hike cycle....
November 2023 Market Commentary
The last few months have felt reminiscent of 2022. Since the end of July through the end of October, long-term treasuries have delivered a return of approximately -15%, while the S&P 500 has...
Markets in Motion – Deja Vu
The last couple of months have felt reminiscent of 2022. Since the end of July long-term treasuries have delivered a return of -14.20%, while the S&P 500 has returned -7.69%. Downward momentum has yet to abate, as the technical picture for stocks continues to deteriorate and yields have hit 10-year highs.
Webinar: September 2023 Global Tactical Portfolios Review & Update
Recorded September 12, 2023Chief Investment Officer | Portfolio ManagerPortfolio Manager
Markets In Motion – Mixed Message
When bull markets end, they seldom go gentle into the night. As the market turns down, sharp rallies can occur, inflicting enormous pain on anyone underweight or short the declining asset class....
Donoghue Forlines new strategic partnership with Veridien Global Investors
Donoghue Forlines LLC is pleased to announce a new strategic partnership with Veridien Global Investors LLC. Veridien is a woman and employee-owned global equity firm seeking to deliver exceptional risk-adjusted investment returns
July 28 – Market Commentary
As we start the second half of 2023, the S&P Total Return Index is up 19% and is now just ~5% from making a new all-time high.
Markets in Motion – Glass Half Empty or Glass Half Full?
As we enter the second half of 2023, the S&P Total Return Index is up 16.9% and is now just 5.6% from making a new all-time high. Looking at the chart to the right…
Markets in Motion – The Great Consolidation
Over the past few weeks, equities have largely moved sideways. But it is not just the past few weeks that have been a wash. Zooming out on the S&P 500 shows that it is now trading at roughly the same level as it was in May of 2021 and May of 2022.
April 2023 Market Commentary – From Pain to Gain
Asset prices fluctuated considerably during the beginning of 2023 but ended up posting widespread gains. A decline in U.S. Treasury yields helped boost both fixed income and equity returns, while commodity prices fell.
Financial markets digested multiple crosscurrents during the first quarter, including stress in the global banking system, falling inflationary pressure, and mixed global growth data.
Markets In Motion – Something Broke
A few weeks ago we shared our thoughts on the SVB collapse and the regional bank crisis (link). As we enter the fourth week of this crisis, we can begin to draw more conclusions. First, banks do not seem to have the same balance sheet problems as in 2008.
