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Markets & Economy » Our Perspective on Afghanistan
August 30, 2021 | Market Commentary
The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …
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All AudiencesMarkets & Economy » China's Private Sector Crackdown
August 11, 2021 | Market Commentary
China has been a bit of an outlier globally in terms of its response to COVID and the resulting economic cycle that has followed. Conspiracy theories and differences of opinion with regard to the origin of the virus aside, one could argue that China was uniquely suited to handle this pandemic from …
Audience
All AudiencesLibrary » Webinar: Mid-Year Outlook: Staying on Track in a Runaway Market
July 10, 2020 | Market Commentary
After the sharpest economic slowdown in history, many are wondering how it can be that stocks are almost all the way back to all-time highs. Are you wondering whether you missed the market rally, or how you’re going to retire when interest rates are historically low? In our 20 …
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IndividualsLibrary » Webinar: Mid-Year Outlook: And After All That, What’s an Advisor to Do Now?
July 08, 2020 | Market Commentary
Advisors are facing a difficult task. How do you effectively manage client expectations when the fundamentals say one thing, but the market is doing something else entirely? In our 2020 Mid-Year Outlook webinar, we ask whether the rally is sustainable, explore areas of …
Audience
Financial Advisors
Library » Special Report: China And The Potential For Currency Devaluation
August 15, 2019 | Market Commentary
Please note that events are unfolding quickly, for our latest thoughts subscribe to our blog. In this special report, we provide a deep dive in China’s potential for currency devaluation and potential challenges they may face in wielding it as a weapon. We will also give a general overview of …
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InstitutionsMarkets & Economy » The Fed Has Its Work "Cut" Out
June 19, 2019 | Market Commentary
The Federal Reserve is meeting today, amid widely-held expectations that they will be cutting interest rates over the next 12-18 months. Typically, the Fed lowers rates to spur growth in the face of a slowdown. In fact, it has been more than 20 years since they have cut rates outside of what …
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All AudiencesMarkets & Economy » When an Investment is Too Hot to Handle
May 20, 2019 | Investment Themes
For a moment, it seemed like bitcoin was on every investor’s mind. The cryptocurrency rose more than 13x in 2017. It catapulted into public consciousness, but has since dropped precipitously. Even with a jump in early April, bitcoin is still trading at around $5,000 – down ~75% from a peak of …
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Library » Big Changes Coming At the Federal Reserve
April 01, 2019 | Market Commentary
Heading into the fourth quarter of 2018, the Federal Reserve (Fed) had just finished raising rates for the eighth time since 2016 and signaled a willingness to raise rates three more times in 2019.
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All AudiencesMarkets & Economy » The Economic Impact of Immigration
March 11, 2019 | Market Commentary
From Pennsylvania Avenue to Main Street, immigration is a hot topic. It is a multifaceted issue with economic, legal, and political ramifications. But for investors, what have the 28 million immigrants working in the US really meant for the economy and labor markets? Let’s take a look. …
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All AudiencesLibrary » Webinar: Reassessing the Cycle
March 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 Advisors