Brent Vandermeer gives a brief overview of 2021. It was undoubtedly a year of significant highs, a bit of volatility, and COVID was and remains a force in all our lives. As those challenges hopefully fade, we are ready and excited to meet whatever challenges and opportunities that 2022 has to offer!
Equity markets showed strength in December, including the S&P 500 which saw returns of 4.36% as hospitalizations from the COVID‐19 Omicron variant appeared to be fewer than expected.
Equity markets were on track to close another month at all‐time highs before the Omicron variant spooked investors and applied downward pressure in the last week of November. Should Omicron prove to be more transmissible and resilient…
In this month’s commentary, we discuss North American equity markets back to all-time highs, PayPal backing away from a Pinterest acquisition, The world’s (new) most valuable company and more…
Nearly all financial assets traded down during the month, outside of energy‐related equities and commodities. A slowing Chinese economy, potential U.S. domestic policy errors, and stagflation fears dominated headlines…
Global risk appetite improved, with stock markets rising while commodity and fixed income markets declined. Although the Delta variant is slowing the reopening in some regions, companies continued to raise…