In: Multi-Strategy

Multi-Strategy Commentary
2Q 2019 — Range of Outcomes as Wide as Ever — but Be Sure to Include a Continuing Bull Market
July 16, 2019

What a turnaround it has been for markets over the last six months. December saw a fierce decline driven by fears…

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Multi-Strategy Commentary
1Q 2019— Growing Late Cycle Concerns: V-Shaped Decline and Recovery
April 16, 2019

After a brief but stunning fourth quarter 2018 decline, markets staged a fierce comeback in the first quarter. It all started…

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Multi-Strategy Commentary
4Q 2018 — Playing Defense
January 22, 2019

Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…

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Multi-Strategy Commentary
3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong
October 16, 2018

The third quarter was positive for U.S. equity investors, as a surging U.S. economy and labor market, in which consumer confidence…

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Multi-Strategy Commentary
2Q 2018 — Global Growing Pains
July 20, 2018

The consensus thinking in early 2018 was that we had achieved “synchronized global growth,” but only the U.S. has delivered so…

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Multi-Strategy Commentary
1Q 2018 — Single Digit Returns, Double Digit Volatility
April 30, 2018

The first quarter of 2018 finally delivered a long-awaited correction in equities. As usual, the trigger was unanticipated. To our eyes,…

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Multi-Strategy Commentary
4Q 2017 — The Ride Was Smooth and Up
January 25, 2018

The year 2017 was very profitable for both U.S. stock markets and the U.S. high yield bond markets. The ride was…

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Multi-Strategy Commentary
3Q 2017 — The “Slow Grind” Continues
October 16, 2017

The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…

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Multi-Strategy Commentary
2Q 2017 — A Reversal of Fortunes
August 29, 2017

Markets have continued their strength from 2016 into 2017, as the S&P 500 ETF (SPY) is up 9.17% through June 30th….

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Multi-Strategy Commentary
4Q 2016 — 2016 Defined By Turn in Interest Rates
January 23, 2017

Populism, the Brexit vote, and the election of Donald Trump dominated the news in 2016. While these events dominated the headlines,…

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