September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

Vantage » Research Note: Watching for Late Cycle Warning Signs

August 15, 2017 | Market Commentary

Our top-down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent.

August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Semi-Annual Outlook

June 26, 2017 | Active Management

As we enter the second half of 2017, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment.

Webinar: Volatility, Valuations, & Complacency

June 22, 2017 | Market Commentary

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...

Ebrahim Busheri

Ebrahim Busheri

Director of Investments

2017 Outlook: Investing in Remarkable Times

January 26, 2017 | Active Management

As we head into the new year, we provide our forecast of what to expect in global financial markets and highlight how active management may help navigate today’s market environment. Learn more about our view in the new 2017 Semi-Annual Outlook.

Vantage » Research Note - December 2016

December 22, 2016 | Market Commentary

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.

Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and Industrial stocks.

Webinar: Looking Ahead to 2017

December 22, 2016 | Market Commentary

Recent events have increased uncertainty in the short-term, making it crucial to remain focused on the long-term. Join us as Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss the recent market environment and what to expect as we enter the new year

December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

Markets & Economy » Americans Elect a New President – Time to Move Forward

November 09, 2016 | Market Commentary

Trump defeated Clinton yesterday to become the 45th president of the United States, and global markets initially fell this morning in reaction. We discuss our take on the result as long-term investors.

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond.

Third Quarter 2016 International Perspective

October 17, 2016 | International Markets

Movements in global equity markets were relatively subdued during most of the period, but as the September meetings of the U.S. Federal Reserve (Fed) and Bank of Japan (BoJ) drew near, moderate levels of volatility returned to financial markets.

Vantage » Research Note - October 2016

October 04, 2016 | Market Commentary

Slow growth and volatility have been the status quo throughout most of the current expansion. Our indicators suggest these features are likely to remain in place for now, but it is still important to consider what could threaten this outlook.

Vantage » Research Note - September 2016

August 29, 2016 | Market Commentary

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year lows.