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Library » A Brief Post-Election Q&A

November 30, 2012 | Market Commentary

Investor attention quickly shifted toward the “fiscal cliff” following the conclusion of this year’s election. Recent market weakness reflects the widespread uncertainty surrounding expiration of a variety of tax cuts and the advent of certain austerity measures at the federal level early in 2013. …

Library » The Water is Getting Warmer in Emerging Markets

September 13, 2012 | Market Commentary

We concluded our December 2011 Outlook Series piece: Emerging Markets: Dipping a Toe In, acknowledging the extraordinary growth prospects in the emerging world, which were even more compelling in the midst of the slow growth environment. To recap, as conditions evolved throughout 2011, valuations …


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