CCM Commentary Q1/2022
MARKET SUMMARY: The stock market was buffeted on three fronts during the first quarter - inflation, Federal Reserve rate hikes and Russia’s unprovoked invasion [...]
CCM Asset Allocation Update
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
Market Volatility
We have fielded several calls about market volatility and the 5% pull back in the market during September. Like many of you, recent market [...]
Equity Markets Reaction To Rising Interest Rates
As control of the global pandemic is underway and case numbers are turning lower, rising interest rates due to a corresponding increase in economic [...]
The Ocean of Liquidity and What It Means for Investors
As the COVID-19 pandemic grinds to some sort of closure, we as investors are faced with a landscape that is awash with liquidity. Our [...]