April 21, 2017
Research Note - April 2017
Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.
March 03, 2017
Research Note - March 2017
Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date.
January 09, 2017
Country In Focus: Japan
Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts...
December 22, 2016
Research Note - December 2016
Does the election of Donald Trump plus a Republican majority in the House and Senate equal a change in our economic overview? We look beyond the splashy headlines to contemplate this question in our new Research Note.