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Insights & Manager Commentary

by Craig Love, on October 18, 2021

Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. COVID-19 Conditions Continue to Ease The U.S. saw 89k daily reported U.S. COVID-19 cases …

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Topics:Manager Commentary

by Craig Love, on October 13, 2021

Third Quarter 2021 Commentary Market volatility continued into Q3, with large-cap stocks up 0.6% and small-caps down 4.4% for the quarter. While the economy continued its recovery, the delta variant, …

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Topics:Manager Commentary

by Craig Love, on October 13, 2021

The market had its biggest decline of the year as September lived up to its penchant for being the historically worst month for stocks. The 10-year Treasury yield rose sharply …

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Topics:Churchill

by Craig Love, on October 07, 2021

More Choices, More Confusion There has been an overwhelming growth in the number of investment choices over the last 20 years, as asset managers compete for investment dollars. As a …

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Topics:Manager Commentary