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Quarterly Insights – October 2023

The third quarter of this year marked the 15th anniversary of the collapse of Lehman Brothers, the investment bank failure at the epicenter of the Global Financial Crisis of 2008. The occasion got me thinking

Quarterly Insights

Earlier this year, a poll conducted by the Pew Research Center caught my attention.  The survey asked the following question: “In general, would you say life in America today is better, worse, or about the

Quarterly Insights

During the quarter, most asset classes posted positive returns, recovering somewhat from a difficult 2022.  U.S. stocks, non-U.S. stocks, and insurance-linked securities led the advance with mid-single-digit returns.  Bonds and real estate securities turned in

Gibson Quarterly Insights

One of the investment lessons I have learned over the past few years has been how hard it is to predict what will happen next in the financial markets.  I was already on the side

Q3 Gibson Quarterly Insights

Stock prices declined for a third straight quarter as markets continue to assess the future prospects for inflation and interest rates.  What makes this year so challenging is that bonds also have performed poorly.  While