Commentary

Commentary and insights from RMC Investment Advisors.

2024

Q3 - Politics & Portfolios Q2 - Money Talks Q1 - Higher For Longer

2023

Q4 - The Waiting Q3 - Changes In Attitudes Q2 - Animal Spirits Q1 - The Ides of March

2022

Q4 - Bear In Mind Q3 - Bend or Break? Q2 - Back To The Future? Q1 - March Madness

Archives

2021

Show/Hide Q4 - A Hawkish Sentiment Q3 - Bottom Up Q2 - Bonds: Ballast or Burden? Q1 - The Exuberant Investor

2020

Show/Hide Q4 - Got a Feeling '21 Is Gonna Be A Good Year? Q3 - Politics & Portfolios Q2 - Crisis? What Crisis? Q1 - Emotional Contagion

2019

Show/Hide November - Value or "Values"? September - Mixed Signals June - A Historical Perspective March - A Dovish Sentiment January - New Year, Same Approach

2018

Show/Hide November - Investing Amid Volatility October - Climbing a Wall of Worry August - On The Risks of Market Timing (Part 2) June - Geopolitics & Investing May - On Corporate Capital Allocation April - The Role of Quality in Investing March - E.I.E.I.O or The Return of Volatility February - On Market Timing January - Market Commentary
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