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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 AudiencesOctober 18, 2018 | Investment Themes
Sears and the Evolution of Retail On Monday, Sears Holdings announced it was filing for chapter 11 bankruptcy. The storied brand has struggled for years, and has failed to turn a profit since 2010. Sears intends to restructure its assets under chapter 11, so it is possible that some stores …
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All AudiencesMay 02, 2018 | Market Commentary
Treasury Yields Hit Four-Year High The 10-Year US Treasury yield rose above 3% in April for the first time since the so-called ‘Taper Tantrum’ of 2013. The measure is a key benchmark influencing borrowing costs throughout the economy and has brought rising rate concerns to the forefront of …
Audience
All AudiencesApril 30, 2018 | Market Commentary
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
Audience
All AudiencesApril 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 …
Audience
All AudiencesJanuary 19, 2018 | Market Commentary
Amazon gets all the headlines and for good reason; the online retailer is a juggernaut and has so far disrupted nearly every corner of retail. Its subscription service, Amazon Prime, is growing by millions of people each year, and after its recent acquisition of Whole Foods, Amazon has …
Audience
All AudiencesDecember 21, 2017 | Market Commentary
After a year of high returns and low volatility, what will 2018 bring? Our speakers discuss the close of 2017 and focus on what to monitor in 2018.
Audience
Financial AdvisorsDecember 07, 2017 | Market Commentary
The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …
Audience
All AudiencesOctober 12, 2017 | Market Commentary
The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations.
Audience
All AudiencesMay 05, 2017 | Market Commentary
Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.
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