In: Market Updates
Yield Curve Inverts—Now What?
March 25, 2019On Friday of last week, the yield curve finally inverted ever so slightly, by just 1 basis point, as the 3-month…
Read More2019 Market Outlook
January 15, 2019Is Volatility Here to Stay? Highlights We believe: The U.S. economy will continue to grow in 2019, although at a slower…
Read More2019 Market Outlook Resource Center
November 30, 2018Click 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 – Midterms & Their Market Implications
November 9, 2018The midterm elections are over, and after a difficult October and volatile start to November, we now hope to have a…
Read MorePerspective on Yesterday’s Selloff
October 11, 2018The U.S. stock market has taken on some water over the past week as risk assets have succumbed to higher interest…
Read MoreNavigating Mid-Term Elections: Smooth Sailing or Choppy Waters Ahead?
September 4, 2018Trade tariffs, feuds with the Fed, Russia investigations… Today’s political environment is anything but ordinary, but with the major indices hitting…
Read MoreTrade War or Tit for Tat?
April 4, 2018Tensions have risen between the U.S. and China as both nations have proposed implementing tariffs as they jockey for position in…
Read MoreDoes Anybody Remember What a Correction Feels Like?
February 6, 2018In case anybody forgot, the past week is a reminder that the markets don’t always go straight up. With the S&P…
Read More2018 Market Outlook
January 23, 2018Executive Summary 2017 was an exceptional year for the global economy and the stock markets. The major equity markets stand at…
Read MoreAnd So It Begins…
September 21, 2017The Federal Reserve met and made two important decisions on policy — balance sheet normalization and the direction of future overnight…
Read MoreTrump Wins, Trump Wins — Uh-Oh, What Now?
November 9, 2016Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in…
Read MoreBrexit Wins
June 24, 2016The U.K. voted to leave the European Union after more than four decades in a stunning rejection of the continent’s postwar…
Read MoreRunning From Junk
December 16, 2015Tony Soslow, CFA, Senior Portfolio Manager The markets turned volatile again last week as developments in China and the energy markets…
Read MoreGlobal Turmoil While the U.S. Market Stays Hooked on Low Rates
October 21, 2015Equity The third quarter of 2015 finally brought a long-awaited correction to the global equity markets. By any measure, the correction…
Read MoreStay Calm While Others Panic
August 25, 2015Stay calm while others panic — easier said than done. Warren Buffett is famous for saying, “Be fearful when others are…
Read MoreGreece and Puerto Rico Spark Global Volatility
June 30, 2015The Greek Tragedy Unfolds Before Our Eyes More than five years after first entering investors’ view, the Greek drama has again…
Read MoreOne Week Crush: What’s Next?
August 5, 2014The global equity and credit markets took it on the chin last week as a series of geopolitical and economic headlines…
Read MoreSell in May and Go Away?
May 12, 2014The U.S. markets have gone through a sharp rotational correction over the past two months. Growth, small cap, and high beta…
Read MoreTop or Pause that Refreshes?
April 11, 2014The market has been experiencing a rotational correction over the past month and a half with aggressive sectors giving back a…
Read MoreWill Momentum Give Way to a Mid-Term Election Year Correction?
January 13, 2014January 2014 Look Back at 2013 The global equity markets experienced a year to remember in 2013 with the major developed…
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