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Meritage Update

September 2, 2022

We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager.   Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio ...

By Meritage Portfolio Management

Investment Update

July 7, 2022

Uncertainties around inflation, Fed tightening, and the resilience of the U.S. economy grew more worrisome in the second quarter, sparking a broad-based selloff in stocks and bonds. Coupled with the declines of the first quarter, all maj...

By Meritage Portfolio Management

Investment Update

April 6, 2022

The gradual transition of the financial backdrop back to pre-pandemic conditions encountered new challenges in the first quarter, unnerving both stock and bond investors. At stake is an economy looking to maintain its upward trajectory, ...

By Meritage Portfolio Management

Investment Update

January 7, 2022

From a broad perspective, the world moved closer to normal over the past year. At the same time, there was very little about this year that seemed normal. Such is the process of putting the pieces back together, knowing the outcome won...

By Meritage Portfolio Management

Investment Update

October 13, 2021

Seven consecutive months of positive returns came to an abrupt end in September, erasing gains for the quarter for most broad-based equity indices.  This turn of fortune was accompanied by a mix of new and old developments that for now ...

By Meritage Portfolio Management

Investment Update

July 8, 2021

Most broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends ...

By Meritage Portfolio Management

Investment Update

April 6, 2021

As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago.  The extreme uncertainty of that moment still come...

By Meritage Portfolio Management

Investment Update

January 7, 2021

The haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ...

By Meritage Portfolio Management