by Brent Vandermeer | Feb 9, 2021 | Monthly Reviews
Last month seemed to have a different market‐shaping event every other day. While the introduction of a vaccine will help mitigate some future volatility around COVID‐19 infection rates, it’s already obvious 2021 will not…
by Brent Vandermeer | Jan 12, 2021 | Monthly Reviews
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
by Brent Vandermeer | Dec 7, 2020 | Monthly Reviews
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
by Brent Vandermeer | Nov 5, 2020 | Monthly Reviews
Throughout October, investors took positions to de-risk portfolios in the run-up to the U.S. Presidential election. This de-risking, coupled with rising COVID infections and new lockdowns in Europe, resulted in…
by Brent Vandermeer | Oct 6, 2020 | Monthly Reviews
As lockdown restrictions eased, a second wave of COVID cases surged across Europe and India. As a result, mobility-tracking data produced by Google and Apple shows people are willingly travelling less in these regions, putting increased pressure on…