Blog

Category: Markets

2022: “The Next New Normal”
January 2022 | Markets

In this month’s blog, Andy Kaufman, CCM’s chief investment officer, shares his thoughts on the financial markets and his outlook for 2022. 2021 was supposed to be the year of recovery. With vaccine roll outs and the possibility of herd immunity, we thought life would be back to normal. While […]

Equity Markets in 2021
February 2021 | Equities

In this week’s blog, Andrew Cowen, CCM’s head of equities, shares his thoughts on the markets in early 2021 and his outlook for the upcoming months. This year launched with several macroenvironment changes portending a very different first quarter of 2021 than for most of 2020. Earnings season for the […]

2020 Financial Markets in Review and the Long-Term Outcomes
January 2021 | Markets

In this week’s blog, Andy Kaufman, CCM’s chief investment officer, shares his thoughts on the financial markets in 2020 and the long-term outcomes. The year 2020 will go down in history for many reasons. The global pandemic will be the headline along with extreme market volatility, political discourse, and racial inequality. […]

Third Quarter Update / Fourth Quarter Outlook
October 2020 | Markets

In this week’s blog, CCM’s Chief Investment Officer, Andy Kaufman, shares his thoughts on the third quarter of 2020, and his outlook for the final quarter of this year. “It is my belief that the markets tend to focus on one thing at a time. This focus can shift daily, […]