On May 5, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the first quarter market review, “Pin the tail on the next recession.”

Read the Q1 2022 Investor Letter here.

Segment Time Segment Content
00:00​ – 00:32 Introduction
00:32​ – 02:37 Global Equity Markets Year to Date 2022
02:37​ – 02:52 S&P 500 Index: Trailing 180 days
02:52​ – 03:24 S&P 500 Index: Daily Price Volatility
03:24 – 03:41 Market Volatility
03:41 – 04:16 S&P 500 Sector Performance
04:16 – 05:02 S&P 500 Price / Earnings Ratio
05:02 – 05:40 10-year Treasury Yield
05:40 – 06:44 Pin the tail on the next recession
06:44 – 07:10 Current Market Environment
07:10 – 07:34 Historical Changes in Consumer Prices
07:34 – 07:52 Unemployment Rate
07:52 – 08:56 The Fed’s Influence on the Economy
08:56 – 09:29 Manipulating Short Term Interest Rates
09:29 – 10:07 Open Market Operations
10:07 – 11:07 The Fed’s goldilocks path to a soft landing
11:07 – 12:37 But it might be too hot or too cold
12:37 – 13:45 And it is really hard to be just right
13:45 – 14:24 But for now, the market has hope for a soft landing
14:24 – 14:42 Performance as of May 4, 2022
14:42 – 15:57 Doing Good: Environment
15:57 – 16:45 Doing Good: Social
16:45 – 17:15 Doing Good: Corporate Governance
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