Markets & Economy

Perspective on what’s trending in the markets and how it impacts investors

Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union. The results of the General Election are in, and the UK Conservative Party—led by PM May—has lost …

Three Reasons to Invest in International Small Cap Equities

June 08, 2017 | Investment Themes

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.

Campaign Promises and Political Reality

June 01, 2017 | Market Commentary

President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its …

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. At these market levels, we believe it is critical that investors avoid chasing returns …

The Fate of Cash and the Growth of the Digital Wallet

May 08, 2017 | Investment Themes

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be …

The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a roller coaster during President Trump’s first 100 days in office. Upon inauguration, confidence hovered near its post-recession peak and continued to grow upbeat. This helped support markets, which hit all-time highs shortly following the president’s well-received Congressional …

Theresa May Calls for Snap Election

April 19, 2017 | International Markets

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union. PM May is currently an unelected leader, appointed to the role in an internal, Conservative party …


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