Strategy & Market Updates
Strategy & Market Updates
Waycross Partners continually seeks opportunities to increase communication and transparency between our investment team and our clients. As such, we hope you find the commentary and information presented below provides you with additional insights into the markets and our thoughts surrounding them.

Third Quarter 2021: Market Review & Outlook
Headlines and headwinds left stocks barely ahead Stocks had a resilient start to the quarter with investors buying the mid-month dips in July and August to produce consecutive monthly returns well above 2.0%. However, the fatigue of digesting headlines on Congressional conflicts, pandemic-related supply chain issues, and Fed policy ruminations

Second Quarter 2021: Market Review & Outlook
Stocks ride the wave of uncertainty to strong gains A reversal of a reversal of a reversal of style leadership in the second quarter made the markets as tough to follow as the beginning of this sentence. The S&P registered its fifth consecutive quarterly gain as growth and value stocks

First Quarter 2021: Market Review & Outlook
Investors poured into stocks as the economic glass appears to be half-full US stocks rallied for the fourth consecutive quarter as the S&P 500 gained over 6% on investor optimism about vaccine distributions and additional stimulus. Value investors were amply rewarded as the pro-cyclical rotation continued and rising treasury yields

January 2021: Market Review
Mixed Equity Performance for the Markets The first month of 2021 ended with an audible thud. The S&P 500 finished 1% lower after rising for most of the month only to stumble 4% in the last three days of January. Trends that began during the recovery rally of 2020 persisted
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