By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2023 Highlights The first half of 2023 has been anything but ordinary. On the surface, U.S. stocks continued to push higher during...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2023 Highlights Both U.S. and international equity markets rallied in the last few days of March to end the month (and the quarter) w...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2023 Highlights As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2022 Highlights In the first half of the quarter, stocks and bonds rallied on the hopes of a Fed policy pivot, but a sharp rever...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2022 Highlights More rate hikes likely with inflation remaining stubbornly high Recession fears are lurking but key recession indi...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2022 Highlights Geopolitical conflicts, inflation pressures, and rapidly rising rates have all put pressure on both the equity and bo...
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