Silicon Valley Bank Fallout

MARCH 20 / JAMES COOK, CFA, Associate Portfolio Manager
Silicon Valley Bank, Santa Clara, California, was closed on March 10, 2023, by the California Department of Protection and Innovation. The Federal Deposit Insurance Corporation was named receiver and will facilitate the unwinding of Silicon Valley Bank’s deposits and assets.
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2023 Annual Outlook - A Tale of Two Halves

FEBRUARY 28 / Matco Investment Management Team
Investment industry analysts and experts are debating whether a recession will occur in 2023.
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Four Takeaways from 2022

JANUARY 11 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
Last year was an emotional rollercoaster for stock and bond investors as both markets experienced significant volatility and negative returns. Russia’s Ukraine invasion, rising inflation, and recession fears dominated daily headlines.
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Searching for Value

DECEMBER 5 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
Since October 13th global stock markets have rallied 11% on lower-than-expected September U.S. inflation numbers and expectations that central banks will slow the speed of future interest rate increases.
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MATCO PODCAST SERIES - EPISODE 11 (11 min)

OCTOBER 27 /
Q3 2022 Review & Outlook
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Bearish Sentiment = Opportunity

SEPTEMBER 29 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
Last week, the U.S. Federal Reserve raised its overnight lending rate by 0.75% and signalled further rate hikes given the recent inflation rate of 8.3%. As a result, stock markets sold off back to their summer lows.
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