Insights
January 2024 Market Recap
The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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2023 Flagship (Index/RA) Commentary – Q4
Read our Q4 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2023 Q4 Flagship (Index/RA) Commentary
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Expectations vs Reality
2023’s year-end rally helped mark the S&P 500® Index’s sixth strongest annual return in the last 25 years, seemingly fueled by optimism surrounding the direction ...
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December 2023 Market Recap
The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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2023 Active Overwrite Commentary – Q4