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Three Big Market Moves Drive Volatility Higher

 

Published on February 27, 2015

Three big moves in major financial markets during recent quarters should give investors reason to anticipate heightened volatility going forward, namely significant increases in the value of the U.S. dollar and Swiss franc, as well as...

REITs Bounce Back on the Cusp of Interest Rate Changes

 

Published on February 18, 2015

Real estate investments bounced back last year from a lackluster 2013 to have their best performance in nearly a decade. Real Estate Investment Trusts (REITs)—companies that own and normally manage income...

CAPE Revisited: U.S. vs. International Markets

 

Published on February 09, 2015

In July we wrote about stock market valuations and their usefulness in forecasting future market performance. Specifically, we discussed a valuation metric called the cyclically-adjusted price-to-earnings ratio...

High-Yield Approach Amid the Oil-Driven Selloff

 

Published on January 20, 2015

The downward move in oil prices has had far-reaching implications for the global economy. One area of impact is the high-yield debt market, where energy issues currently account for approximately 13%. As oil prices continued...

Greece: Would a Grexit Actually Happen?

 

Published on January 12, 2015

Greece continues to be a thorn in the side of its European brethren entering 2015. With the Greek parliament failing to elect a new president on December 29 in a third round of voting, the country will hold a snap general election on January 25...

Indonesian Election Update: Jokowi Takes Office

 

Published on December 31, 2014

In August, we released a post discussing the recent election of Joko Widodo, widely known as Jokowi, as Indonesia’s new president and its potential impact on the country’s economy and...

Japan: New News, or More of the Same?

 

Published on December 19, 2014

The last few months have marked a period of surprise headlines and rapid news flow out of Japan. On October 31, the Bank of Japan (BOJ) unexpectedly expanded its quantitative easing (QE) program...

Brazilian Election Outcome: Rousseff Part II

 

Published on December 01, 2014

In an election marked by the slimmest margin of victory in Brazilian history, incumbent President Dilma Rousseff of the center-left Workers’ Party defeated Aécio Neves of the centrist Brazilian Social Democracy Party on...

The Ascent of the U.S. Dollar

 

Published on November 17, 2014

During recent months, the value of the U.S. dollar experienced a fairly swift and significant ascent relative to many other major global currencies. We attribute the bulk of the move to shifting expectations regarding...

U.S. IPO Activity: Sign of Speculation?

 

Published on October 31, 2014

Trends in initial public offerings (IPOs) are among the many capital market factors we monitor to help us gauge the current position of the market cycle. As the bull phase of a cycle progresses, investors seeking to get in on the ground floor of the next great...

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