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January 23, 2019 | Market Commentary
2018 was far more volatile than recent years, and after the nearly decade-long run, we are starting to see warning signs in the economic, stock, and bond market cycles. Several key risks got worse as the year went on, and many remain unresolved.
Audience
All AudiencesJanuary 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.
Audience
All AudiencesNovember 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 …
Audience
All AudiencesJuly 27, 2018 | Market Commentary
Economic conditions were generally healthy during the first half of 2018, yet returns were harder to come by as escalating trade tensions, rising policy interest rates, and inflation worries led to increased volatility across financial markets. Director of Investments, …
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