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Markets & Economy » Economic Recovery from a Natural Disaster

September 12, 2017 | Market Commentary

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this post, we explore the economic effects of natural disasters. Natural disasters of this scale are …

Vantage » The U.S. Manufacturing Renaissance: Weathering the Storm

November 23, 2015 | Domestic Markets

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe …

Markets & Economy » Oil Companies Make Deep Spending Cuts

June 04, 2015 | Market Commentary

The nose dive in crude oil prices has been a major story across global economies and financial markets during recent quarters. Signs of weaker economic growth, coupled with unexpected incremental supply increases from countries such as Iran and Libya, dealt a crushing blow to the commodity last …

Markets & Economy » Three Big Market Moves Drive Volatility Higher

February 27, 2015 | Market Commentary

Three big moves in major financial markets during recent quarters should give investors reason to anticipate heightened volatility going forward, namely significant increases in the value of the U.S. dollar and Swiss franc, as well as a major selloff in crude oil. The dollar, franc, and oil are …

Markets & Economy » High-Yield Approach Amid the Oil-Driven Selloff

January 20, 2015 | Fixed Income

The downward move in oil prices has had far-reaching implications for the global economy. One area of impact is the high-yield debt market, where energy issues currently account for approximately 13%. As oil prices continued to fall, pressure that initially impacted energy issuers became more …

Markets & Economy » Conflict in Crimea: A Regional Standoff with Global Implications

March 19, 2014 | International Markets

The situation in Ukraine is very fluid; however, it is unlikely that the current tension between Russia and the West will subside quickly. The initial protests in Ukraine were fueled by an about face on policies that had been moving the country into a closer relationship with the EU and other …

Markets & Economy » The Future of Energy: There’s More to the Story

September 06, 2013 | Investment Themes

Few commodities capture the level of attention from investors and non-investors alike the way that energy does. Today, the oil futures market is expecting a steady decline in the price of oil over the next several years. The prevailing view is that falling energy demand in the developed world, …


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