In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains how in a matter of weeks, it feels as if there have been decades worth of change, from economic, market, and geopolitical perspectives. The S&P 500 has responded with the first negative quarterly return in two years. At the same time, the index is down just 5.
April 6—As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped. From the Russia/Ukraine conflict to inflation surprises, investors would be hard-pressed to say they were anticipating this level of macro uncertainty.
March 30—Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal. Chief Investment Officer Tony Roth and Mazars Principal and Cybersecurity Practice Leader Paul Truitt, look at the potential risks to our infrastructure and overall digital security.
March 16—As most of the world shuns Russia and its oil in the wake of the Ukraine invasion, the implications are vast for reduced global supply and skyrocketing gas prices.
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains that while the horrors unfolding in Ukraine are deeply upsetting at every level, it is our job as investors to separate emotions from the facts that might alter our 9–12-month view of the economy and financial markets at a time of heightened geopolitical turmoil.