Category: Small Cap Select SRI Commentaries

Historical commentaries are available upon request, please e-mail

Small Cap Select SRI – Q2 2023 Commentary

July 24th, 2023
The Market In General: The second quarter of 2023 proved to be a period of strong gains for the US equity markets, driven by a combination of factors that bolstered investor confidence. Notably, there were significant declines in both headline and core inflation metrics, prompting the US Federal Reserve to take a measured approach and…

Small Cap Select SRI – Q1 2023 Commentary

April 25th, 2023
The Market In General: The market continued to experience increased volatility during the first quarter of 2023.  At the outset of the year, the primary macroeconomic factors affecting the market were inflation concerns and the US Federal Reserve’s commitment to raising interest rates.  As expected, the Fed implemented rate hikes, but attention soon shifted to…

Small Cap Select SRI – Q4 2022 Commentary

January 27th, 2023
The Market In General: US stocks finished the year on a positive note with small cap equities posting a gain in the fourth quarter.  The optimism was driven by headline and core inflation beginning to trend down after a series of unwelcome upside surprises.  While inflation started to move in the right direction, the US…

Small Cap Select SRI – Q3 2022 Commentary

October 21st, 2022
The Market In General: US equity markets experienced a volatile third quarter.  Small cap stocks were up over 18% in early August only to end the quarter down more than 2%.  The volatility was driven by investors’ hope that inflation had peaked, followed by the realization that prices continue to climb.  Core inflation, a measure…