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Library » 2017 Outlook: Investing in Remarkable Times

January 26, 2017 | Active Management

2016 has been punctuated by bouts of market volatility. Will the rollercoaster ride continue into the new year? We believe selectivity and flexibility, whether it is looking at a company or a country, will allow investors to find opportunity in this low-growth, volatile market environment. …

Vantage » Research Note - December 2016

December 22, 2016 | Market Commentary

The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …

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 …

Library » November 2016 Perspective

November 03, 2016 | Market Commentary

The advance estimate of U.S. real GDP growth for the third quarter came in at a 2.9% annual rate, up from the second quarter’s 1.4% growth. While this was the best reading in two years, the details of the report suggest that the U.S. economy remains on a path of slow growth.

Vantage » Country in Focus: Canada

November 03, 2016 | Market Commentary

With the U.S. presidential election upon us, one probably does not need to search too hard for pledges by friends or family to move to Canada depending on the outcome. Regardless of the credibility of these threats, it is necessary for our purposes to take a deep look at the investment …

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. Expectations for low growth can prove incorrect not …


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