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Library » May 2018 Perspective

May 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 …

Library » February 2018 Perspective

February 08, 2018 | Market Commentary

The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …

Library » August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

Markets & Economy » Britons Vote in Favor of Brexit

June 24, 2016 | Market Commentary

Yesterday, citizens of the United Kingdom (UK) collectively voted in favor of leaving the European Union (EU). Now begins the process of negotiating a withdrawal accord and the terms of the UK’s relationship with the political-economic bloc, including 80,000 pages of EU trade agreements. …

Library » Webinar: Be Selective in Emerging Market Investing

April 02, 2015 | Market Commentary

Emerging markets are often referred to as a monolithic asset class, to be bought and sold together, with little attention paid to specific countries or industries. However, we believe that it is more important than ever to take an active approach when pursuing investment opportunities in emerging …

Library » Emerging Markets: Where Are They Now?

March 25, 2014 | Market Commentary

Investor nerves were on display early in 2014 as incoming macroeconomic data showed signs of softening and other notable developments led to worsening capital outflows from emerging markets, more currency weakness, and in some cases, decisive policy action. The pickup in volatility impacted a …

Markets & Economy » A Closer Look at Japanese Yen Depreciation and its Impact on Growth and Equities

March 11, 2014 | Market Commentary

Weakness in the Japanese economy has given investors reason for concern. Recently released data showed that GDP grew just 0.2% quarter-over-quarter (qoq) during the last three months of 2013. This worked out to be a qoq annualized rate of merely 0.7%, and marked the second consecutive quarter of …


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