Quarterly Investment Updates

Q1 2021 Highlights

Q1 Capital Market Highlights - As it has come to be expected from post-pandemic markets, equity markets posted strong returns in Q1, driven by encouraging signs on vaccine rollout (especially domestically), positive earnings releases, and fiscal stimulus.

2020 in Review | Market Update

2020 was the year of the “unknown unknowns”. Our top concerns going into the year were of stretched US equity market valuations (we had just come off a year where equity markets were up over 16% with no earnings growth for the year) and concerns about fixed income in the low-rate environment towards the end of 2019.

Quarterly Market Update | October 15, 2020

Investment Update | July 2020

Quarterly Investment Update | July 13, 2020

Investment Update from James C. Baird, Founder