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Market Snapshot for February 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Russia’s invasion of Ukraine rattled global financial markets, with most equity and bond indices down for the month Risk to supply of Russian and Ukrainian exports

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Russia/Ukraine Conflict

▪ After weeks of escalating tensions, the Russian military invaded Ukrainian borders ▪ Russian President Putin is trying to strong-arm the West into revisiting post-Cold War security arrangements with Europe ▪ As risk assets decline and emotions run high, investors should be cautious about making drastic portfolio changes Overview Prior

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Market Snapshot for January 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Concerns over Central Bank tightening, inflation, and geopolitical tensions caused most asset classes to decline for the month  The Federal Reserve set expectations for a March

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2022 Market Outlook

OVERVIEW 2021 was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward? Key themes in 2022 Enduring economic

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January 26th FOMC Follow-Up

Rates The FOMC unanimously voted to keep the federal funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected by market observers. The Committee gave support to investors expecting a March liftoff in rates, noting that “it will soon be appropriate to raise the target

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Year in Review 2021

2021 Highlights As the Covid-19 Pandemic enters its third year it continues to be a dominant force in the global economy, causing new waves of infection and varying levels of restrictions around the globe. However, global growth staged a recovery in 2021, buoyed by vaccine rollouts, ultra-easy monetary policy, fiscal

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Monthly Market Update for Dec 2021

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Equity markets rose in December as fear of the Omicron variant faded amid indications it resulted in milder symptoms The Federal Reserve announced a plan to

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Revisiting Private Equity Manager Selection

Background Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain

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Monthly Market Update for November 2021

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Equity markets faltered in November after news of a new Covid-19 variant triggered a flight to safety The Federal Reserve announced its plan to taper asset

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December 15th FOMC Follow-Up

Rates As expected, the FOMC unanimously voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. The Fed shifted forward guidance significantly more hawkish in its updated dot plot, with three rate hikes now expected in 2022 (vs. a 9-9 committee split for just one

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How Long to Keep Financial Documents?

Many of us are surprised by the amount of paperwork we still seem to accumulate. Here’s a recommendation of what documents you should keep and for approximately how long. Keep for less than a year: ATM receipts, bank deposit slips, receipts of everyday purchases, bank statements, and utility bills should

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Elevated Inflation – Transitory or Taken Root?

Background Inflation has surged in 2021, with the consumer price index (CPI) hitting a recent high of 5.4% year-over-year and the less volatile Core CPI, which excludes food and energy, reaching 4.5%. These were the largest gains for the two indices since 2008 and 1991, respectively. The Federal Reserve, responsible

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