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Library » March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …

Vantage » Research Note - March 2017

March 03, 2017 | Market Commentary

Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date. This also holds …

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent for his key pro-growth policies (e.g., …

Markets & Economy » Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.   Read our February Perspective for a more thorough summary of the current market environment.

Library » February 2017 Perspective

February 03, 2017 | Market Commentary

U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.

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. …

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | International Markets

Quarterly Market Review Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased …

Library » January 2017 Perspective

January 09, 2017 | Market Commentary

In December, Federal Open Market Committee (FOMC) members voted unanimously to raise the federal funds target rate by 25 basis points from a range of 0.25–0.50% to 0.50–0.75%. Following the December 2015 rate hike, this was only the second time the FOMC raised rates in over a decade, an indication …

Library » January 2017 YourShare

January 09, 2017 | Market Commentary

Financials and Industrials Show Strong Returns Post-Election In the aftermath of the U.S. presidential election, financial markets responded positively to expectations for policies from the administration of President-elect Donald Trump that could lead to more growth, higher inflation, and …


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