A Strong First Half Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners Investment Counsel on Jul 15, 2021 We are rapidly into the second half of 2021. The last three months have seen inflationary pressures and major supply chain disruptions become the dominant story and narrative within financial market coverage. Amid this, we find it very interesting th... Read more
Economic Recovery Front & Center Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Apr 14, 2021 Economic Recovery Front & Center Financial Markets Look to the Future Introduction The first quarter of 2021 contained plenty of newsworthy stories, such as a seemingly coordinated retail investor attack on short sellers to the very public blowup of a... Read more
A Historical Year 2020 Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Jan 19, 2021 Before looking ahead, we first look back once more to 2020, where the experience of global financial markets seemed to disconnect from the economic reality faced by most of the population.... Read more
Fireside Conversations- What to make of 2020 so far, and what comes next? Filed Under: Events | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Sep 15, 2020 The following is a conversation with a hypothetical client Client- It has been a wild year; we are still battling through the COVID pandemic and the related economic fallout from the lockdowns. What are your thoughts on 2020 so far? McCulloch & Partners-... Read more
Quarterly Insights- Pandemics, Protests, and Politics Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by McCulloch & Partners Investment Counsel on Jul 10, 2020 Global financial markets staged an extremely strong recovery after the intial market reaction to the spread of the Covid-19 pandemic.... Read more
What about Q4 2018? Filed Under: Investment Services | Portfolio Management | Retirement | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Apr 11, 2019 Global equity markets staged a furious comeback in the first quarter of 2019, erasing most of the correction that took place in the final quarter of 2018. In our January newsletter, we highlighted two key areas that we felt would be major determinant... Read more
What will 2019 bring? Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners Investment Team on Jan 10, 2019 Global markets closed a turbulent 2018 with one of the worst Decembers ever, and with most equity indices and asset classes negative for the year. After the steep selloff on Christmas Eve, December was on track to become the market’s worst month in n... Read more
Fireside Conversations- October 2018 Filed Under: Events | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Nov 06, 2018 Looking Back Over the Past Month and Plotting a Course Forward This newsletter contains a discussion with a nervous client after a dramatic month in the equity markets, particularly in the United States... Read more
McCulloch & Partners Quarterly- Geopolitics and Global Growth Filed Under: Portfolio Management | Special Reports and Newsletters Published by McCulloch & Partners on Nov 06, 2018 While the US stock indices continue to drive all the global growth, taking out their January all time highs recently, the media and many of the world’s eyes are focused on the ongoing intrigue in Washington... Read more
Q3 2018 Market Insights- Geopolitics take center stage Filed Under: Portfolio Management | Special Reports and Newsletters | Total Client Experience Published by McCulloch & Partners on Jul 12, 2018 The second quarter of 2018 saw headlines dominated by geopolitical concerns, which, after being largely discounted and ignored for most of 2017, are back in the forefront of the majority of investors and media outlets, bringing with it ...... Read more