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Hao B. Dang, CFA, AIF® 10/11/24 Hao B. Dang, CFA, AIF® 10/11/24

Q4 2024 Market Commentary: Volatility Strikes Back

A look into the Q4 2024 Market Commentary: From an unusually calm market to recent volatility, driven by factors like interest rates and shifting market dynamics.

Hao B. Dang, CFA, AIF® 7/17/24 Hao B. Dang, CFA, AIF® 7/17/24

Q3 2024 Market Commentary: The Market Expected At Least Three Rate Cuts by Now. What Happened?

A look into the Q3 2024 Market Commentary: From market expectations of rate cuts to sector attractiveness and our strategic asset allocation.

Hao B. Dang, CFA, AIF® 4/19/24 Hao B. Dang, CFA, AIF® 4/19/24

Q2 2024 Market Commentary: AI Winners Stand Out from the Losers

Dive into the Q2 2024 market commentary: AI leaders emerge amidst changing Fed rates. From Nvidia's dominance to global opportunities, explore the latest insights.

Hao B. Dang, CFA, AIF® 1/17/24 Hao B. Dang, CFA, AIF® 1/17/24

Q1 2024 Market Commentary: An Unexpectedly Great Year and Convincing Ourselves It Wasn’t

2023, full of surprises, saw the S&P500 surge over 26% despite plenty of pessimistic views heading in. As we enter 2024, market unpredictability continues.

Hao B. Dang, CFA, AIF® 10/12/23 Hao B. Dang, CFA, AIF® 10/12/23

Q4 2023 Market Commentary: King Dollar and Its Royal Subjects

Explore the US Dollar's staying power, high-yield prospects, and the market's surprising resilience.

Hao B. Dang, CFA, AIF® 7/28/23 Hao B. Dang, CFA, AIF® 7/28/23

Q3 2023 Market Commentary: Winners Keep Winning and Increasing Market Risks

Any properly diversified investor might be asking why their portfolio isn’t keeping up with the S&P500. If your portfolio is beating the S&P500 this year, there was most likely pain last year.