Our Commentary

Beta Bytes: Week of January 30th
Beta Bytes Victoria Tichy Beta Bytes Victoria Tichy

Beta Bytes: Week of January 30th

In our Beta Bytes blog this week, we share news on BMW Group's first steps into the world of quantum computing, Peloton Interactive's high-end product upgrade, and General Atomics' self-contained anti-submarine warfare (ASW) package.

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Market Update: January 25th, 2021
Weekly Market Update Jodi Vleck Weekly Market Update Jodi Vleck

Market Update: January 25th, 2021

Economic data for the holiday-shortened week included a sharp rise in manufacturing and improvements in several housing metrics—the latter continuing a trend higher from recent months. Equity markets in the U.S. and abroad gained last week as the new Biden administration looks to pass additional stimulus legislation.

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Market Update: January 19th, 2021
Weekly Market Update Jodi Vleck Weekly Market Update Jodi Vleck

Market Update: January 19th, 2021

Global stock markets declined last week, with mixed economic data resulting from continued high Covid cases. Bonds were little changed in the U.S. in keeping with slower rises in interest rates, while foreign bonds were hampered by a stronger U.S. dollar last week. Commodities were mixed to neutral in several key areas, such as energy, but agricultural prices saw a spike due to rising demand.

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Market Update: January 11th, 2020
Market Updates Jodi Vleck Market Updates Jodi Vleck

Market Update: January 11th, 2020

Foreign stocks outperformed U.S. stocks last week, led by the U.K. and emerging markets. Strong industrial results in Germany, as well as relief sentiment in the U.K. post-Brexit appeared to be primary catalysts for continued gains. As in the last few weeks, hopes for an improved post-Covid environment as vaccine distribution ramps up appears to be driving investor moods.

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Beta Bytes: Week of January 9th, 2021
Victoria Tichy Victoria Tichy

Beta Bytes: Week of January 9th, 2021

Details on the new Covid 19 virus strain that emerged in the UK, giant wind turbines from GE Power that could change the competitive advantages of the renewable energy industry and tech predictions for 2020 that suggest a shift away from new gadgets.

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Market Update: December 22nd 2020
Jodi Vleck Jodi Vleck

Market Update: December 22nd 2020

Global equity markets rose last week, with continued easy economic policies announced and optimism over the new Covid vaccines. Bonds were down in the U.S. as rates ticked higher, while foreign bonds benefitted positively from a weaker dollar. Commodity prices rose broadly due to expectations for a global demand recovery, especially for energy and metals.

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