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  1. Surveying The Battle Field – What We Learned About Investing In 2020

    By John C. Ogle | jcogle@atlaspwm.com

    As we continue navigating this climate, we look forward to bringing you these types of communications and aim to answer the questions of the day.

  2. What’s Next? Post Election Thoughts on the Markets

    By John C. Ogle | jcogle@atlaspwm.com

    On a very macro level, we think that there will be a modest market reaction to the election in the coming weeks. Markets like gridlock in Washington, and with the potential for a divided Congress, we think the eventual political landscape will impede immediate implementation of at least two of the more noteworthy Biden policy initiatives.

  3. May You Live in Interesting Times

    By John C. Ogle | jcogle@atlaspwm.com

    This year has been like no other, and at Atlas we’re preparing for what will no doubt be an interesting few months of political, economic and social give-and-take.

  4. A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares insight on what has been occurring in the markets over the past few months

    By John C. Ogle | jcogle@atlaspwm.com

    We think that global bank interventions, combined with aggressive fiscal policies have provided a safety net that the markets desired, and then some. We could parse out pieces of these programs, and debate the long-term effects of this level of government intervention in markets, but throughout the Summer… it is evident that investor’s spirits were buoyed.

  5. A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares thoughts on what we witness in the market during an election year

    By John C. Ogle | jcogle@atlaspwm.com

    It’s important to bear in mind that historically, the markets don’t convey much information about the election other than the immediate three month period before the election. While market participants are watching the direction of current polling data and the possible outcome, markets are currently being much more influenced by factors such as the economic and financial impacts of the Coronavirus

  6. Q2 in Review – 3 months off the low. What now?

    By John C. Ogle | jcogle@atlaspwm.com

    The second quarter of 2020 was a historic one by almost any economic metric. But, while we saw the worst economic decline in most of our lives, we also witnessed the current willingness of governments to act quickly to curtail economic decline and the resulting resiliency of the markets.

  7. Relief rally and market commentary with Atlas’ CIO… John Ogle, shares insight on the past and current state of the market during COVID-19

    By John C. Ogle | jcogle@atlaspwm.com

    In April, the Bureau of Labor Force Statistics put the unemployment rate at 14.75%,[3] and it is expected to reach nearly 16% during the third quarter. Questions we have to ask… is the market detached from the economic reality? And what business does the stock market have in rallying, anyway?

  8. Questions and Commentary with Atlas’ CIO… John Ogle, shares deeper insight on questions raised during the COVID-19 market

    By John C. Ogle | jcogle@atlaspwm.com

    I’ve used the analogy of hiking across a valley… we know that we’ll be able to get to the other side because we can see it, but what we don’t know is exactly what the terrain will be like between here and there. There might be streams to cross or rough patches to deal with along the trail.

  9. ESG and Socially Responsible Investing

    By John C. Ogle | jcogle@atlaspwm.com

    ESG (Environmental, Social and Governance) and SRI (Socially responsible investing) are themes that are becoming more prevalent in the investing world. As a firm, we at Atlas recognize this, and have developed a considered approach to the issue.

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