TIMELY PM UPDATES
VIDEO: BCM’s 1Q21 Quarterly Market Update Call with the PM
Economic growth picked up and the market trended higher in Q1, but it wasn’t without some chop as investors grappled with concern about rising interest rates and inflation. Meanwhile, the housing boom…
BCM 1Q21 Market Commentary: A Fundamentally Different Market Environment
There are ample reasons to be optimistic about the direction of the economy in the near term, but the direction of security markets is much murkier. It seems all but certain that this is a fundamentally…
VIDEO: BCM’s 4Q20 Quarterly Market Update Call with the PM
It was a year of firsts and unprecedented events, but—at a high level—2020 was almost the perfect continuation of the trends established in the decade that preceded it. Still, important differences…
BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World
Much will be written about the challenges, difficulties, pain and suffering endured by humanity in 2020. We would like to focus on some of the good that came out of last year’s strife: Our Democracy…
From the Desk of the PM: Elation and Reality… Breaking Down the Vaccine News and Market Reaction
Mid-November saw stocks surge on the Pfizer vaccine story. Yet there remain some cold, hard facts.
VIDEO: BCM’s 3Q20 Quarterly Market Update Call with the PM
The third quarter certainly felt a bit calmer in relation to the wild market rides experienced in Q1 and Q2, but important developments remained —a new inflation policy from the Fed…
BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead!
The S&P 500® Index’s 8.5% third-quarter gain was a welcome response to the first half of the year’s histrionics. The quarter had its own volatility as the markets flirted with a 10% correction…
VIDEO: BCM’s 2Q20 Quarterly Market Update Call with the PM
We’ve come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has hit new all-time highs—but we’re far from out of the woods.
BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times…
Covid-19 has had a profound effect on all of our lives and seems set to continue to do so for the foreseeable future. We firmly believe that we will prevail over the virus, but it will take more time than any of us want, and the costs in all facets of life have been—and will continue to be—enormous.
BCM 1Q20 Market Commentary: To V or Not to V, That Is the Question…
The Covid-19 pandemic has set upon the globe with lightning speed and is unlikely to leave us anytime soon. First and foremost, we hope that you, your family and loved ones are well. While the level of disruption that the virus has caused to our daily lives is unprecedented, we wish to offer hope with a healthy dose of realism.