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...
Jan 25, 2022 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 4Q21 Market Commentary: The Speculative Fever is Breaking January 25, 2022 | TIMELY PM UPDATES We’d like to start by wishing our readers a happy and healthy New Year. When we wrote our last quarterly letter the U.S. was in the midst of a wave in...
Oct 15, 2021 | Blog, Blog Home Others, Timely PM Updates
Written by BCM 3Q21 Market Commentary: A Feedback Loop — What could cause the economy to stray from the pre-pandemic status quo? October 15, 2021 | TIMELY PM UPDATES Nearly a year has passed since Pfizer and BioNTech announced successful Phase 3 trial results for...
Sep 20, 2021 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: Investment Committee “Minutes in a Minute” – September 2021 September 20, 2021 | VIDEOS Amid expiring unemployment benefits, higher than expected retail activity, and lower than expected inflation, the main topic of conversation...
Jul 27, 2021 | Blog, Blog Home Others, Timely PM Updates, Videos
Written by VIDEO: BCM’s 2Q21 Quarterly Market Update Call with the PM July 27, 2021 | COMMENTARY Economic “normalization” continued as the effects of the reopenings were seen in Q2. The U.S. is growing faster than most other developed nations, at...
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