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April Outlook
We opened our March 20th commentary with the old expression that “there are decades when nothing happens and days when decades happen”. With the benefit of hindsight, this maxim appears to have been an understatement, and that Q1 was perhaps more accurately described as “a quarter when centuries happened”....
Meet The Author
Robert Stirling Phipps
With decades of experience in financial services, Bob Phipps has held leadership roles across investment advisory and broker-dealer firms. As a Director and Partner at Per Stirling, he brings deep expertise in institutional portfolio management.
April Outlook
We opened our March 20th commentary with the old expression that “there are decades when nothing happens and days when decades happen”. With the benefit of hindsight, this maxim appears to have been an understatement, and that Q1 was perhaps more accurately described as “a quarter when centuries happened”...
March
There is an old saying that “there are decades when nothing happens and days when decades happen”. The past month seems to fall into that second category and provides a useful reminder that the economy and markets don’t always move in straight lines...
March Outlook
The twists and turns associated with military conflict are extraordinarily difficult to predict. Indeed, predicting investment markets, natural disasters and even long-term weather patterns seem easy by comparison and, for obvious reasons, the longer the conflict lasts, the greater the level of uncertainty...
February
As we reach the mid-point of the first quarter, the U.S. economy continues to show impressive resilience on the surface, even as underlying trends become more nuanced. Overall growth remains solid, supported by strong consumer activity and ongoing business investment...