2021 Accountant CFA 
FineMark
JANUARY 17, 2024
This strong push in November and December ended the long stretch of losses that fixed-income investors have endured since 2021. Aggregate Bond Index, our favored barometer for bonds, had its strongest quarterly performance in more than 34 years.
FineMark
APRIL 13, 2023
Interestingly, throughout 2021 and 2022, there were no U.S. SVB is the second-largest bank failure in U.S. history and the largest since Washington Mutual collapsed in 2008 — during the Global Financial Crisis — at $307 billion in assets. bank failures. Outside of the U.S.,
FineMark
OCTOBER 17, 2023
Looking ahead, we believe history will regard the 2007-2021 time period as anomalous. In fact, at our most recent Investment Policy Committee meeting, we decided it was time to declare “Victory!” and abandon that theme as it has now become a consensus view. Several factors are driving this move, including the U.S.
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