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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 AudiencesNovember 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 AudiencesOctober 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 AudiencesSeptember 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 AudiencesAugust 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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All AudiencesDirector of Investments
July 12, 2018 | Investment Themes
While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »
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All AudiencesApril 04, 2018 | Market Commentary
Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …
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All AudiencesMarch 22, 2018 | Market Commentary
In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …
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All AudiencesMarch 22, 2018 | Market Commentary
The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward. They also discuss company specific characteristics to look for at this point in …
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Financial AdvisorsMarch 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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