In: Market Updates

Market Update
Yield Curve Inverts—Now What?
March 25, 2019

On Friday of last week, the yield curve finally inverted ever so slightly, by just 1 basis point, as the 3-month…

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Market Outlook
2019 Market Outlook
January 15, 2019

Is Volatility Here to Stay? Highlights We believe: The U.S. economy will continue to grow in 2019, although at a slower…

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Market Outlook
2019 Market Outlook Resource Center
November 30, 2018

Click here for the 2019 Market Outlook Slides Click here to view the Market Outlook blog post. A Holistic Investment Approach Finds... Read More
Market Update
Market Update – Midterms & Their Market Implications
November 9, 2018

The midterm elections are over, and after a difficult October and volatile start to November, we now hope to have a…

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Market Update
Perspective on Yesterday’s Selloff
October 11, 2018

The U.S. stock market has taken on some water over the past week as risk assets have succumbed to higher interest…

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Market Update
Navigating Mid-Term ­Elections: Smooth Sailing or Choppy Waters Ahead?
September 4, 2018

Trade tariffs, feuds with the Fed, Russia investigations… Today’s political environment is anything but ordinary, but with the major indices hitting…

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Market Update
Trade War or Tit for Tat?
April 4, 2018

Tensions have risen between the U.S. and China as both nations have proposed implementing tariffs as they jockey for position in…

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Market Update
Does Anybody Remember What a Correction Feels Like?
February 6, 2018

In case anybody forgot, the past week is a reminder that the markets don’t always go straight up. With the S&P…

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Market Outlook
2018 Market Outlook
January 23, 2018

Executive Summary 2017 was an exceptional year for the global economy and the stock markets. The major equity markets stand at…

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Market Update
And So It Begins…
September 21, 2017

The Federal Reserve met and made two important decisions on policy — balance sheet normalization and the direction of future overnight…

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Market Update
Trump Wins, Trump Wins — Uh-Oh, What Now?
November 9, 2016

Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in…

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Market Update
Brexit Wins
June 24, 2016

The U.K. voted to leave the European Union after more than four decades in a stunning rejection of the continent’s postwar…

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Market Update
Running From Junk
December 16, 2015

Tony Soslow, CFA, Senior Portfolio Manager The markets turned volatile again last week as developments in China and the energy markets…

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Market Update
Global Turmoil While the U.S. Market Stays Hooked on Low Rates
October 21, 2015

Equity The third quarter of 2015 finally brought a long-awaited correction to the global equity markets. By any measure, the correction…

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Market Update
Stay Calm While Others Panic
August 25, 2015

Stay calm while others panic — easier said than done. Warren Buffett is famous for saying, “Be fearful when others are…

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Market Update
Greece and Puerto Rico Spark Global Volatility
June 30, 2015

The Greek Tragedy Unfolds Before Our Eyes More than five years after first entering investors’ view, the Greek drama has again…

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Market Update
One Week Crush: What’s Next?
August 5, 2014

The global equity and credit markets took it on the chin last week as a series of geopolitical and economic headlines…

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Market Update
Sell in May and Go Away?
May 12, 2014

The U.S. markets have gone through a sharp rotational correction over the past two months. Growth, small cap, and high beta…

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Market Update
Top or Pause that Refreshes?
April 11, 2014

The market has been experiencing a rotational correction over the past month and a half with aggressive sectors giving back a…

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Market Outlook
Will Momentum Give Way to a Mid-Term Election Year Correction?
January 13, 2014

January 2014 Look Back at 2013 The global equity markets experienced a year to remember in 2013 with the major developed…

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