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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.
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All AudiencesMarkets & Economy » An Update on Lower Oil
December 27, 2018 | Market Commentary
Along with the ongoing market turmoil, oil prices have been sinking as well. Crude oil fell 11 percent last week alone, and in a matter of just a few months, it slipped from multi-year highs in the mid-$70s all the way back into the $40s. Regarding the volatility of crude oil specifically, we …
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All AudiencesLibrary » Webinar: How We Manage Risk and Opportunity
December 17, 2018 | Investment Management
The current economic expansion turned 9 years old in June. While economic growth has been weak by historical standards, US stock market returns have been nothing short of impressive. In this webinar, you will hear directly from an analyst making decisions on your behalf every …
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IndividualsMarkets & Economy » An Update on Recent Volatility
December 10, 2018 | Market Commentary
The holiday season is off to a less-than-cheerful start for investors. The market closed out last week with a 4.5% loss for the Dow and a 4.6% drop in the S&P 500. It was the worst start to a December since 2008. Ten years into a bull market, 2018 has been a much more challenging year for …
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All AudiencesMarkets & Economy » Will Consumer Health Equal Black Friday Wealth?
November 26, 2018 | Investment Themes
With the holidays just around the corner, the health of the US consumer is of major importance to many businesses. About 30% of retail sales occur in the few weeks between Black Friday and Christmas, making the entire holiday season critical for the bottom line. When we last checked in on the …
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All AudiencesMarkets & Economy » Previewing the Midterm Elections
November 05, 2018 | Market Commentary
Tomorrow, on Tuesday, November 6, Americans will exercise their democratic freedoms as they vote on national, state, and local representatives. While most midterm elections are lower profile affairs, this year’s looming Election Day is becoming a focal point for the nation. Key issues like …
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All AudiencesLibrary » November 2018 Perspective
November 01, 2018 | Market Commentary
Volatility Strikes in October US equity markets entered into correction territory this month as weakness in growth stocks, the tech sector, and certain cyclical stocks dragged down the equity market. Further, the Q3 earnings season began to highlight rising costs for companies. These rising …
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All AudiencesMarkets & Economy » 10 Years After the Global Financial Crisis: Where Are We Now?
October 24, 2018 | Market Commentary
This September marked the 10 year anniversary of some of the most devastating moments of the Global Financial Crisis. In the span of a few days, Lehman Brothers filed for bankruptcy, Merrill Lynch was rescued by Bank of America, and AIG, the world’s largest insurer at the time, was bailed out …
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All AudiencesLibrary » September 2018 Perspective
September 04, 2018 | Market Commentary
Fresh All-Time Highs US equity markets hit new highs in August as the current market cycle reached record breaking lengths. The market’s rise has been again led by technology stocks. The tech-heavy Nasdaq Composite gained 5.7% over the month, its strongest August performance in 18 years. The …
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All AudiencesLibrary » August 2018 Perspective
August 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
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