Oct 13, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 3Q22 Market Commentary: Federal Reserve Has Markets Positioned for the Worst October 13, 2022 | TIMELY PM UPDATES Overview What started as a summer of optimism in markets ended with a fall of fear. Tough talk[1] from the Federal Reserve and August’s...
Jul 7, 2022 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: BCM’s 2Q22 Quarterly Market Update Call with the PM-Looking Ahead to a (Hopefully) Brighter Future July 7, 2022 | VIDEOS This has been one of the most difficult investment environments with simultaneous declines in bond and stocks, and a number...
Jul 1, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 2Q22 Market Commentary: Capturing Opportunities in an Otherwise Painful Market Environment July 1, 2022 | TIMELY PM UPDATES Overview The first half of 2022 has been one of the most difficult investment environments in the past 40 years due to the...
Jun 28, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by Nowhere to Hide June 28, 2022 | TIMELY PM UPDATES 2022 has been a difficult and frustrating year for many asset managers, ourselves included. The S&P 500 recently entered a bear market, falling 20% from its most recent peak. While this is far from...
Apr 20, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 1Q22 Market Commentary: Investors Question the Role of Fixed Income but It Hasn’t Changed April 20, 2022 | TIMELY PM UPDATES As we reflect on another quarter, it’s astounding how rapidly the prevailing narrative changes. Last quarter we were cautiously...
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