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Jan
2023
By Poorvi Parekh, CFA
At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present extrapolated. The last three years alone would have proved us wrong repeatedly. In January 2020, there was great optimism f…

Oct
2022
By Poorvi Parekh, CFA
For the third consecutive quarter, both stocks and bonds declined in tandem. The S&P 500 fell 5.3%, the 10-Year Treasury rose 85 basis points, and 2-Year Treasury yields rose 130 bp, resulting in the most inverted yield curve in several decades. The U.S. Dollar appreciated for the fifth straight quarter, increasing 7%.…

Jul
2022
By Poorvi Parekh, CFA
As companies and consumers emerged from long COVID-related social shutdowns in early 2022, the resulting increase in demand for goods and services was met with supply disruptions. These disruptions were prolonged further by lockdowns in China and the Russia-Ukraine war. Also, continued price increases and higher CPI re…



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