Published by McCulloch & Partners Wealth Counsel on Feb 13, 2024
A Wrap for 2023, Looking Ahead to 2024 Financial markets posted a strong 2023, bouncing back from a tough 2022. A strong final quarter for bonds and equities After an extremely challenging 2022, where rising interest rates caused re-valuations across... Read more Published by McCulloch & Partners Wealth Counsel on Nov 06, 2023
The third quarter of 2023 saw a strong start in July, before equity markets weakened over the course of August and September, with the S&P 500 pulling back just under 7% from its summer highs... Read more Published by McCulloch & Partners Wealth Counsel on Jul 28, 2023
Rates, Higher for Longer? A renewed rate hiking cycle has increased probability of a higher for longer interest rate environment. Equity market breadth has been weak, but there’s been encouraging signs lately. The first two months of the second quarter... Read more Published by McCulloch & Partners on May 10, 2023
The first quarter of 2023 will be remembered for the failing of Silicon Valley Bank, the bailout and acquisition of Credit Suisse by UBS, and the question of have central banks tightened financial conditions to the point of breaking something... Read more Published by McCulloch & Partners on Apr 04, 2023
A New Regular Newsletter on all things Tax, Estate, and Financial Planning Introduction In this series, which we are calling Fireside Conversations, we provide a transcription of a conversation with a field expert. The goal of these conversations is to... Read more Published by McCulloch & Partners on Jan 16, 2023
A year of normalization provides optionality Quarter & Year in Review We turn the page on 2022, a year that will be remembered as a very difficult year for investors in financial markets. Persistent inflation, slowing economic growth, a war in Europe... Read more Published by McCulloch & Partners on Dec 13, 2022
We head into the final quarter of a turbulent 2022, but opportunities abound... Read more Published by McCulloch & Partners on Aug 12, 2022
Global financial markets accelerated the weakness of the first quarter of the year. The weakness continues to be broad based, with bonds also selling off during the first half of the year, providing investors globally with very few places to hide.... Read more Published by McCulloch & Partners on Aug 04, 2022
The first quarter of 2022 came and went in dramatic fashion. Global markets have had to absorb a lot of big macro news. As the pandemic moves to an endemic footing within society, central banks have begun to look at attempting to normalize... Read more Published by McCulloch & Partners on Oct 15, 2021
2021 has passed at what has felt like a rapid pace, as we enter the final quarter of the year already. Inflationary pressures and major supply chain disruptions across various segments of the global economy, coupled with the Delta variant... Read more