In our last quarterly commentary, Brock mentioned the various factors which have injected some uncertainty into the market, namely the swiftly changing sentiment around the Delta variant, supply chain pressures, and the anticipation of monetary policy shifts. These dynamics caused some choppiness in the market in early to mid-October, with […]
Read MoreUncategorized
October 2021: Third Quarter Market Commentary
With the economy continuing its strong rebound markets remain near the highs, with most indices up +15-20% YTD. Nevertheless, the 3rd quarter brought with it some new uncertainties which have weighed on sentiment, such as the Delta variant, continued supply chain pressures, gridlock in DC, and changes in monetary policy. […]
Read MoreAugust 2021: Johann Komander Featured in 2021 TBP’s Forty Under 40 Class
by Talk Business & Politics staff (staff2@talkbusiness.net) Johann Komander worked almost a decade on the Wall Street trading floor before returning to Northwest Arkansas to change pace. The Greenwood native became interested in working in New York while attending the Massachusetts Institute of Technology. In early 2008, he accepted an internship […]
Read MoreAugust 2021: Monthly Market Moment
With the economy continuing to rebound markets remain at all-time highs. However, the resurgence of COVID and a recent deceleration in data has brought markets to an inflection point. On one hand, strong corporate earnings, a decline in interest rates, and an imminent infrastructure deal have created a fundamental backdrop […]
Read MoreJuly 2021: Second Quarter Market Commentary
With the economy roaring back after a year of reduced demand, markets are again trading at all-time highs, with most indices up double digits year to date. While we’re not completely out of the woods, the rollout of COVID vaccines has been sufficient to allow for a broad return to […]
Read MoreMarch 2020: Special Market Commentary
Special Market Commentary March 16, 2020 Over the last few weeks, we’ve been in the midst of a constantly shifting and changing investment environment. The situation is evolving in real-time, but you can be confident that we have been working very hard on your behalf to navigate the movements […]
Read MoreMarch 2019: Market Commentary
Following a challenging December, the financial markets recovered in the first quarter just as rapidly as they fell, reflecting the volatile investment environment we navigate. As we wrote to you in December, we expected recovery and added cautiously to portfolios in the early part of the year. While it’s impossible […]
Read MoreDecember 2018: Market Commentary
A common theme in our commentaries over the last several months was our position that clients should expect more volatility in the global markets, especially post-mid-term elections. There are several contributors to the most recent bout of volatility not least of which is the fact that “we were due” for […]
Read More