In: Global Tactical

Global Tactical Commentary
3Q 2021 — Credit Markets Indicate Underlying Bullishness
October 13, 2021

2021 came in with a mighty roar, as during the first quarter alone, small-caps stormed to an 18% gain and outperformed the S&P 500 by 12%.

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Global Tactical Commentary
2Q 2021 — Strong Economy And Fundamentals Should Fight Off Valuation Risks – For Now
July 16, 2021

Even though we have been living through the disruptive effects of a pandemic, markets and the economy have recovered beautifully from the initial shock in February and March of 2020.

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Global Tactical Commentary
1Q 2021 — Stocks Outperform Treasuries by Most Since 2009
April 13, 2021

Even though we have been living through the disruptive effects of a pandemic, markets and the economy have recovered beautifully from the initial shock in February and March of 2020.

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Global Tactical Commentary
4Q 2020 — Valuations Point Towards 2021 Risks, But Credit Trends Remain Supportive
January 21, 2021

Market Recap The fourth quarter of 2020 began with a turbulent and corrective market in October as investors anxiously worried about…

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