CCM Commentary Q226
MARKET SUMMARY: The second quarter of 2026 was a dramatic and historic one for financial markets, highlighted by powerful sector rallies, macroeconomic shifts and [...]
April 2026 Economic Update
The latest economic data paints an encouraging picture. First-quarter GDP grew at a healthy 2.0% annualized rate. Consumer spending slowed from recent levels but [...]
CCM Commentary Q126
MARKET SUMMARY: The first quarter of 2026 was defined by a sharp pivot from optimism to geopolitical volatility, as investors grappled with the war [...]
What our Asset Allocation Model is Telling Us
Understanding the CCM Asset Allocation Model At CCM, the primary metric we use in determining our asset allocation strategy is the Equity Risk Premium [...]
CCM Commentary Q425
MARKET SUMMARY: Investors enjoyed a resilient "everything rally" for both the stock and bond markets in 2025. The markets defied fears of a trade [...]