Markets do not move in straight lines. They move in cycles shaped by economic conditions, financial crises, recoveries, innovation, investor sentiment, and human behavior. Global Investment Solutions documents these changing market cycles year by year through our monthly Market Updates—written to interpret complex conditions, identify developing risks and opportunities, and provide investors with a clearer perspective on the markets affecting their portfolios.

Review the monthly Market Updates below, and download your free copy of our Canary Indicator & Investment Guide for a comprehensive historical record of our disciplined, data-driven approach—applied year after year and market cycle after market cycle. Each report highlights the conditions that shaped the market, the risks we monitored, the opportunities that emerged, and the indicators that helped guide active management decisions.

Market Commentary and Updates July 1, 2022

Corporate HY bonds Sold off along with stocks and government bonds immediately after the Fed's most recent interest rate action.

rachel kliminskiJuly 1, 2020