Thought Leadership

Expert Insights

2022 First Quarter Commentary: Don’t Fight the Fed

2022 First Quarter Commentary: Don’t Fight the Fed

There was no shortage of uncertainty for investors to digest during the first quarter of 2022. Taking center stage was the war on the European continent - which is a shock that has yet to be fully understood in terms of its longer-term political, economic and market...

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2021 Fourth Quarter Commentary: And That’s a Wrap

2021 Fourth Quarter Commentary: And That’s a Wrap

The year 2021 delivered several twists and turns as lingering impacts from COVID-19 led to a more turbulent economic recovery than anticipated. Despite reoccurring outbreaks during the summer and winter months, the US economy made great strides. We saw strong economic...

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2021 Third Quarter Commentary: Turbulent Waters Ahead

2021 Third Quarter Commentary: Turbulent Waters Ahead

Both bond and equity markets have turned more skittish, and at these valuation levels they certainly should be. As we’ve highlighted all year, navigating this economic recovery will not be an easy task, yet we also have several reasons to be optimistic, which we...

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2021 Second Quarter Commentary

2021 Second Quarter Commentary

Commentary Highlights: Most major indices posted positive returns during the second quarter. The equity markets represented by the S&P 500 (US equities) and MSCI ACWI (Global equities) indices posted second quarter returns of +8.5%, and +7.5%, respectively. Bond...

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2021 First Quarter Commentary

2021 First Quarter Commentary

The first quarter of 2021 saw continued positive momentum in the economic recovery which was supported by several notable developments: Additional fiscal stimulus in the form of a $1.9trn package, equivalent to nearly 9% of GDP creating strong demand tailwinds for the...

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2020 Fourth Quarter Commentary

2020 Fourth Quarter Commentary

Unprecedented fiscal support and adaptive business operations helped push the economy towards a faster than expected recovery during second half of 2020. Unfortunately, economic output measures coming into 2021 will reflect some version of a holiday hangover given the...

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Win More by Losing Less

Win More by Losing Less

Salient Points… AlphaCore Believes That: Risks in stocks and bonds are underestimated by most individual investors Alternative strategies have the potential to protect capital A well-constructed portfolio that combines alternative investments and traditional...

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2020 Third Quarter Commentary

2020 Third Quarter Commentary

The restart to economic activity has been encouraging. Industrial production and manufacturing have shown strong snapbacks, and likely have some room to run as businesses press forward to match the recent uptick in goods demand. However, services likely will not...

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2020 Second Quarter Commentary

2020 Second Quarter Commentary

The system is being pushed to new extremes. In addition to the economic and health crises, the country is facing increasing political and social polarization. The cumulative events of 2020 has placed an enormous amount of strain on our democracy, and at times, our...

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2020 First Quarter Commentary

2020 First Quarter Commentary

First and foremost, we hope you and your loved ones are in good health, and as always, thank you for your continued support. We realize everyone is likely tuned into the news with the utmost focus these days, so apologies in advance if this quarterly commentary...

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