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Bristlecone Blog

USE THE SEARCH BOX OR CLICK ON THE CATEGORIES BELOW TO BROWSE our latest personal finance updates & market commentaries

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Second Quarter 2021 Review – Inflation on the March

Equity markets continued their strong march upward in the second quarter, though leadership among sectors and asset classes shifted somewhat as investors grappled with conflicting data on the pace of economic recovery, as well as mixed signals on monetary policy from the Federal Reserve. Nevertheless, every asset class in client portfolios once again notched positive returns for the quarter (...)

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Third Quarter 2020 – All in the FAAAM-ily

Global markets continued their recovery in the third quarter, albeit at a more measured pace than the second quarter. Once again, every major asset class notched positive returns, with stocks from Emerging Markets and Natural Resources leading the way. On the bond side, we note the excellent returns from US TIPS over the past 12 months, supported by lower interest rates and a change in inflation expectations. Finally, the other assets category performed well with average returns exceeding U.S. bonds' but lagging equities' overall.

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Second Quarter 2020: Recovery

The question we are asked more than any other these days goes something like this: how is it possible that the stock market has recovered so strongly since March while the economic and other news has been so bad? We feel obliged to answer this question, and we will shortly, but before doing so we need to get our hedges in. We simply don't know yet whether the stock market is accurately foretelling a return to normal economic growth or if its recovery is just a temporary, artificially sweetened pop.

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First Quarter 2020: COVID-19 Brings Volatility Back

We hope this letter finds you and your loved ones healthy and safe during the COVID-19 pandemic. COVID-19 is first and foremost a human tragedy of vast proportion. As a society, we are adapting to challenging circumstances, the most important of which is the risk to our health and lives. The financial consequences have been an unprecedented worldwide economic shock and monetary stimulus to mitigate its impact.

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