Asset Class Reports
Despite the challenging year, the U.S. equity markets made gains in the quarter, with much of the progress made in November. Improved GDP revisions, strong corporate earnings, and potential signs that elevated inflation could be cooling benefitted the markets. European equities and emerging markets (EM) equities also r…
Asset Class Reports
The U.S. equity markets fell in the quarter following a short-lived market rally in July. Recession fears, persistent inflation pressures, and Federal Reserve monetary policy tightening weighed heavy on markets, continuing the downward trend that started in the first half of the year. European equities and emerging mar…
Asset Class Reports
U.S. equity markets fell significantly in the quarter. Recession fears and an accelerated Federal Reserve interest rate hike trajectory weighed heavy on markets, leading to the weakest first half performance of the S&P 500 in decades. European equities and emerging markets (EM) equities also fell in the quarter, althou…
Asset Class Reports
U.S. equities fell in the first two months of the quarter before rebounding slightly in March. Fed tightening, inflation expectations, and the Russia/Ukraine war weighed on the equity markets. The negative quarter marks the first quarterly decline since the beginning of the pandemic in early 2020. European equities and…
Asset Class Reports
U.S. equities rose in the quarter despite a weak November due to the fear over rising cases of the Omicron variant. By year-end, the worries subsided as the economy and corporate earnings remained stable. European equities were positive in the quarter whereas emerging markets (EM) equities lost value. China was the wor…






2022 Investment Forum Speakers


Cathie Wood
CEO and CIO of ARK
"Purchasing Power, Inflation, and Deflation"


John Emerson
Capital Group International, Inc.
"Biden and International Relations"