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Market Commentary


Q3|2022 Market Commentary


  • In an effort to quash the inflation that the Federal Reserve (Fed) helped cause (and sought), they have been raising interest rates sharply at each Federal Open Market Committee (FOMC) meeting. This action has provided a challenge for both the stock and bond markets. Historically, equity markets have experienced three negative quarters in a row and likewise the bond market has been down three quarters in a row, but not until this year have both the stock and bond markets fallen together for three consecutive quarters. During the quarter, US large cap stocks dropped another 4.9%, US small caps fell 2.2%, developed non-US stocks were down 9.3%, and emerging market equities tumbled 11.4%.  After plummeting 5.9% and 4.7% in the first two quarters of the year, bonds fell another 4.8% during the quarter. As the Fed verbally prepares the markets for further rate increases, a reduction in its balance sheet and slower economic growth, globally, other central banks are anxious.

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Redefining the Retirement Plan
  • Redefining the Retirement Plan is Axia’s guide to trends and strategies that will help employers get the most out of their retirement programs.  Defined Benefit plans and Social Security have been the simple answer to retirement for the past century. Life expectancy has improved though and an added strain has been placed on plan sponsors to help their employees replace their incomes in retirement. Fortunately, employers are equipped with more tools than ever before to help their employees retire with dignity.
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Trump Orders DOL to Re-Examine Fiduciary Rule

The future of the Department of Labor’s Fiduciary Rule is in limbo following a memorandum released last Friday by President Trump. While a draft memo released earlier in the day delayed the implementation date by 180 days, the final memo did not contain such language. Rather, the final version of the memo directs the Department of Labor to re-examine the Rule to determine whether it may adversely affect the manner in which American can receive financial advice.

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Brexit Fears Unfounded As EU Exit Could Take Years

Last week’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling. London’s blue chip index, the Financial Times Stock Exchange 100, lost 4.4% of its value in one day, while Germany’s DAX market lost more than 7%. The British pound sterling is getting crushed (down 14% against the yen, 10% against the dollar).

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