Library » Third Quarter 2015 International Perspective

October 09, 2015 | International Markets

Quarterly Market Review Global equity markets were off to a volatile start as the third quarter opened. Continued uncertainty surrounding Greece’s debt saga weighed on equities. The Greek populace overwhelmingly voted against their international creditors’ conditions for further bailout aid. …

Library » October 2015 Perspective

October 07, 2015 | Market Commentary

Following their two day meeting in mid-September, members of the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided not to adjust the federal funds policy interest rate. The rate will remain within the current 0% to 0.25% range, where it has been since December 2008.

Ebrahim Busheri

Director of Investments

Markets & Economy » Our Perspective on Recent Volatility

August 25, 2015 | Market Commentary

Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days. It was a similar start to this week, with broad U.S. stock indexes down approximately another 3% …

Markets & Economy » China: Should investors run for the exit?

August 12, 2015 | Emerging Markets

Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag. After peaking in mid-June, China’s major equity indices had …

Library » Second Quarter 2015 International Perspective

July 09, 2015 | International Markets

Quarterly Market Review Global investors continued to focus on the usual suspects during the second quarter of 2015: central bank activity, major foreign exchange rates, oil prices, and ongoing brinkmanship between Greece and its international creditors. The trend seen in recent periods …

Library » Emerging Markets: Where Are They Now?

March 25, 2014 | Emerging Markets

Investor nerves were on display early in 2014 as incoming macroeconomic data showed signs of softening and other notable developments led to worsening capital outflows from emerging markets, more currency weakness, and in some cases, decisive policy action. The pickup in volatility impacted a …

Library » The Water is Getting Warmer in Emerging Markets

September 13, 2012 | Emerging Markets

We concluded our December 2011 Outlook Series piece: Emerging Markets: Dipping a Toe In, acknowledging the extraordinary growth prospects in the emerging world, which were even more compelling in the midst of the slow growth environment. To recap, as conditions evolved throughout 2011, valuations …