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A Look at the Market – November 2023 Update

By |2023-12-06T14:14:55-05:00December 6th, 2023|The Blog @JGUA|

November was the best month for the stock markets since 2008. The S&P 500 equity index rallied 9% and the bond market did well too with the 10-year Treasury yield dropping from 4.91% to 4.35%. The best performing sector in the S&P 500 was the Finance sector. Regional banks have been under pressure as [...]

A Look at the Market – July 2023 Update

By |2023-09-07T10:44:34-05:00August 16th, 2023|Investment Management, The Blog @JGUA|

After a torrid first half of the year, tech and growth stocks have been correcting over the past few weeks.  So far, a large majority of companies have reported earnings that have beaten estimates but the reaction from investors has been relatively negative. Companies are beating expectations but stocks are going lower because they [...]

A Look at the Market: May 2023 Update

By |2023-06-12T07:01:05-05:00June 9th, 2023|Investment Management, The Blog @JGUA|

The equity market witnessed a sector rotation in May from Utilities to Technology stocks as investors took on greater risk on a market backed by a strong labor market. The S&P 500 Utilities index was down 6% while the Nasdaq composite index was up 6% for the month. Utilities fell due to the probability [...]

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