The Financial QuarterlyAfter a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful Q2 performance.1Is the bear market finally over? Will we see more volatility ahead?Let’s take a look at what happened in Q2 and what might be in store for Q3.Looking… Read More
Take 2 minutes now to hear AssetMark CIO Christian Chan share his mid-year outlook on growth, headline inflation and equity rally.
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The clock is ticking on US debt ceiling negotiations. Treasury Secretary Yellen informed Congress that cash balances are estimated to run out by early June, the so called X-date 1 With the deadline fast approaching, markets are sending signals about investor concerns.… Read More
Over the last two weeks, the FDIC assumed control of Silicon Valley Bank and Signature Bank. Both banks had experienced losses in their fixed-income portfolios and were unable to attract sufficient capital to meet the withdrawals of their depositors.
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The FDIC took over Silicon Valley Bank (“SVB”) and Signature Bank last week.
To boost the stability of the banking system, the government effectively protected all depositors in the banking system.
While some risk remains, we believe the big systemic risks are now lower. … Read More
Last year was an exceptional year, and not in a good way. There was no shortage of worries during the year from COVID-19, the Ukraine war, and the most central story of all: inflation and interest rates. In this edition of On the Mark, we identify the impact of inflation on markets and whether investors should expect more of the same or changes in 2023.… Read More
Reducing your emotions can give you a better chance for investing success
Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly mistake.
Keeping emotions and investing separate seems almost impossible for many investors.… Read More