Capital Markets Commentary – Feb 2022

Feb 10, 2022 | Insights, Uncategorized

CAPITAL MARKETS COMMENTARY Overview This month’s Scotsman’s note tackles a wide range of topics Omicron peaking, another potential variant, lockdowns ebbing, choppy markets, and Russia/Ukraine. More recently, the challenges have outweighed positive developments....

Capital Market Commentary – January 2022

Feb 1, 2022 | Insights

IMPACT COMMENTARY “Global economic conditions remain good by historical standards and corporate-profit growth has been strong. However, the cycle is shifting. Moderating growth, the new Omicron variant and fading monetary stimulus have resulted in volatility in...

Capital Markets Commentary – Dec 2021

Jan 29, 2022 | Insights

Overview This month’s Scotsman’s note tackles a wide range of topics, beginning with the Omicron variant of SARS-CoV-2, the latest strain of the coronavirus to be designated a “variant of concern” by the World Health Organization (WHO). We then tackle new...

Capital Markets Commentary – Nov 2021

Nov 6, 2021 | Insights

Gordon Telfer, CIO, Co-Portfolio Manager, Newday Impact Overview This month’s note tackles falling COVID-19 cases, a wide range of economic developments, and the big three issues on my mind right now: the Chinese economic slowdown (a rising concern), supply chain...

Capital Markets Commentary – Oct 2021

Oct 29, 2021 | Insights

Overview The economic rebound from last year’s deep recession is likely behind us and some of the extreme dislocations that resulted from the COVID pandemic may be moderating. While the global economy is slowing, growth remains robust, and consumers are well...

Weekly Recap Commentary – July 19, 2021

Jul 19, 2021 | Insights

NEWDAY IMPACT WEEKLY RECAP COMMENTARY: JULY 19 2021 U.S. Markets: Growth Scare? A “growth scare” and resurgent Covid infections are causing bond yields to fall, leading to volatility and sector/country rotation. But, stable consensus growth, inflation, and rates...