TIMELY PM UPDATES

VIDEO: BCM’s 2Q20 Quarterly Market Update Call with the PM

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…

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.

VIDEO: BCM’s 2Q20 Quarterly Market Update Call with the PM

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.

BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times…

Special Update From BCM Portfolio Manager: Coronavirus and Current Market Conditions

The emergence of COVID-19 and its rapid spread have sparked an exceptional market meltdown and a fundamental restructuring of our daily lives. In this uncertain time, we wanted to provide you with a special video update from BCM’s Portfolio Manager and Managing Partner on the coronavirus and current market conditions.

From the Desk of the PM – Update on Market Selloff and and Coronavirus Fears

From the Desk of the PM – Update on Market Selloff and and Coronavirus Fears

With the sudden drop in the global equity markets, we thought it might be helpful to remind everyone about where we have been, where we are now, and share some helpful source information.
Before we discuss the virus, let’s go back and remind everyone that U.S. large cap stocks, after demonstrating a decade of leadership, may have gotten ahead of themselves from a valuation standpoint.