During the first quarter we saw a reversal of several markets. The most consequential was the selloff in US equity markets, on the heels of outsized returns in 2023 & 2024. The Mag 7 stocks that rose to prominence during the market ascent were the biggest losers, not surprisingly. FineMark’s Chief Investment Officer, Chris Battifarano, reviews the quarter and our forward outlook during this period of heightened economic uncertainty.
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2024 First Quarter Review & Commentary
Equity markets continued their strong upward rise, with US large caps leading the charge. Markets were clearly in risk seeking mode, and equites were not the only asset class to experience significant appreciation, cryptocurrencies continue to race ahead as well. Select commodities also rose significantly including gold, oil and cocoa. FineMark Chief Investment Officer Chris Battifarano breaks it all down, offering FineMark’s views on risk, opportunities, and what you need to consider as 2024 unfolds.
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2023 Fourth Quarter Review & Commentary
2023 ended on a high note with stunning bond performance in a reviving stock market. With a U.S. presidential election on the horizon, Executive Vice President & Chief Investment Officer Chris Battifarano uses historical data to evaluate year-end happenings and ponder what may lie ahead.
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Emerging Trends: A.I. & Deglobalization
Given the current market rally year-to-date, what are our thoughts on the equity markets over the next 12 months? The performance of US equity market to date has vastly outstripped our and any other market forecasts we had seen from forecasters at the onset of the year. This rapid price appreciation is partially what led …
2023 Second Quarter Review & Commentary
While storm clouds remain on the investment horizon, Executive Vice President & Chief Investment Officer Chris Battifarano explains why savvy investors should focus on the long-term, ignore Wall Street chatter, and be aware of mega trends that develop and impact the economic landscape.
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2023 First Quarter Review & Commentary
Both stock and bond markets move significantly higher during the quarter, making up some of their losses posted in 2022. This, despite continued Fed rate hikes and concerns about liquidity in the banking sector. Please enjoy our latest newsletter where FineMark’s CIO, Chris Battifarano, reviews the quarter and our newest investment theme: How artificial intelligence (AI) will impact the economy in the future.
2022 Fourth Quarter Review & Commentary
While 2022 was a challenging year for financial markets, the steady drumbeat of high inflation that dominated headlines appears to be abating and we see reasons to be more optimistic. Executive Vice President & Chief Investment Officer Chris Battifarano shares the relevance of “Minsky Moments” in 2022 and FineMark’s informed outlook for 2023 and beyond.
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2022 Second Quarter Review & Commentary
Quantitative easing, inflation, offshore production, and rising energy costs all played a role in global market performance this quarter. Is there any relief in sight? Executive Vice President & Chief Investment Officer, Chris Battifarano breaks it all down, shares insight into current and past bear market performance, and offers FineMark’s recommendation for investors.
The Anatomy of a Bear Market
The benchmark S&P 500 stock index has fallen into bear market territory. FineMark’s Chief Investment Officer, Chris Battifarano, gives insight into how long the slump may last and what investors should consider now.
Important Update Regarding Market Volatility
Market Update Note After a hiatus in May from the equity market sell off, following a very weak April where the S&P traded lower by 8.72%, June has brought us a resumption of the bearish trend. Through yesterday’s close, the benchmark index was lower by approximately 9.3%. Given the extent of this rapid sell off …
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
The devastating war in Ukraine has introduced new uncertainty to a stock market that’s already had a shaky start in 2022. FineMark’s Chief Investment Officer Chris Battifarano, shares insight on the potential impact to the markets and your investment portfolio.
