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Library » Webinar: Four Big Questions Facing Investors in 2019

January 23, 2019 | Market Commentary

2018 was far more volatile than recent years, and after the nearly decade-long run, we are starting to see warning signs in the economic, stock, and bond market cycles. Several key risks got worse as the year went on, and many remain unresolved.

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Sorting Through the Warning Signs

January 03, 2019 | Investment Themes

2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.

Library » October 2018 Perspective

October 01, 2018 | Market Commentary

Rising Risks Demand Change US stocks remained near all-time highs during September as the market shrugged off rising global risks that continued to escalate. Worsening threats to financial markets include a full-blown trade war developing, China slowing more than expected, and political …

Library » First Quarter 2018 International Perspective

April 24, 2018 | Market Commentary

Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …


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