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Markets & Economy » The Road Ahead for Electric Vehicles
May 16, 2018 | Investment Themes
It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the introduction of Henry Ford’s …
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 …
Vantage » Accounting for the U.S. Consumer’s Gas Savings Windfall
July 23, 2015 | Market Commentary
From June 2014 to April 2015, consumers saved $131.6 billion on consumption of energy goods and services. This begs the question: where have all the savings from lower energy prices gone? There are several possible scenarios, including: Rising prices in other parts of the consumer’s basket of …
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 …
Vantage » Life in the Last Mile
February 17, 2015 | Market Commentary
Life is lived in the last mile. The last mile is a term that originated in the telecommunications, cable, and Internet industries to reflect the final leg of the system connecting the customer. It is thus not a literal mile but a useful metaphor, as the final leg of a distribution network …
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 …
Library » Discussing Recent Weakness in the Oil Market
November 11, 2014 | Investment Themes
Coming into the third quarter 2014, it was mostly calm and quiet across financial markets as major indices continued upward largely uninterrupted through the first half of the year. That all changed as the quarter progressed and renewed worry over the stability of global economic growth weighed …
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 …
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