quarterly market review

2022 2nd Quarter Investment Review and Portfolio Update

In our quarterly investment update, we’d like to:  Summarize market activity over the 2nd quarter of 2022  Discuss recessionary headlines and how it relates to your portfolio Provide various market returns information Market Summary for the 2nd quarter of 2022 Global equity markets declined ~15% in the second quarter and entered into a bear market, …

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Q2 2021 QMR

2021 2nd Quarter Investment Review and Portfolio Update

In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2021 Discuss portfolio changes to incorporate additional private debt investments Provide various market returns information Market Summary for the 2nd quarter of 2021 Global equity markets advanced ~7% in the second quarter as economies continue to recover from the …

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