Investment Advisory Services | On the Margin

On the Margin is a monthly publication featuring economic and financial market insights.

Report
November 30, 2024
November 2024 Recap | On The Margin
  • Advisory, Investment Advisory
November 30, 2024
November 2024 Recap | On The Margin

Nov. proved to be a feast of sorts for U.S. markets as several key ingredients, including U.S. election results and a Fed Reserve rate cut

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Report
October 01, 2024
October 2024 Recap | On The Margin
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October 01, 2024
October 2024 Recap | On The Margin

October saw investors experience highs and lows as positive results early in the month reversed by month end.

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Report
September 30, 2024
September 2024 Recap | On The Margin
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September 30, 2024
September 2024 Recap | On The Margin

Global markets experienced change during September. Despite a rocky start to the month, developed markets rebounded.

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Report
August 31, 2024
August 2024 Recap | On The Margin
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August 31, 2024
August 2024 Recap | On The Margin

Global equity markets sold off sharply to start the month amid growing concerns about a worse-than-expected economic slowdown in the U.S.

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Report
July 31, 2024
July 2024 Recap | On The Margin
  • Investment Advisory
July 31, 2024
July 2024 Recap | On The Margin

July’s global market movements looked and felt like a ride on a world-class roller coaster, filled with highs, lows, twists, and turns.

  • Investment Advisory
Report
June 30, 2024
June 2024 Recap | On The Margin
  • Investment Advisory
June 30, 2024
June 2024 Recap | On The Margin

The global market backdrop was eventful in June, but returns were mixed across asset classes and geographies.

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Report
May 31, 2024
May 2024 Recap | On The Margin
  • Investment Advisory
May 31, 2024
May 2024 Recap | On The Margin

While April marked the first month of predominantly negative global asset class returns in 2024, markets rallied broadly in May.

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Report
April 30, 2024
April 2024 Recap | On The Margin
  • Investment Advisory
April 30, 2024
April 2024 Recap | On The Margin

April provided investors with an experience akin to an unpleasantly rainy spring month as global markets moved broadly lower.

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Report
March 31, 2024
March 2024 Recap | On The Margin
  • Investment Advisory
March 31, 2024
March 2024 Recap | On The Margin

The 1st quarter of 2024 was a reminder of one of the most powerful drivers of equity markets: momentum. Get more info with our market recap

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Report
February 29, 2024
February 2024 Recap | On The Margin
  • Investment Advisory
February 29, 2024
February 2024 Recap | On The Margin

February was a month of unexpected surprises. In addition to the unseasonable warm days, we also saw an uptick in economic data.

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Report
January 31, 2024
January 2024 Recap | On The Margin
  • Investment Advisory
January 31, 2024
January 2024 Recap | On The Margin

With a 3rd consecutive month of gains in the equity markets, the “soft landing” narrative is sweeping the public discourse on the US economy.

  • Investment Advisory