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Library » May 2019 Perspective
May 02, 2019 | Market Commentary
New All-Time Highs If the first four months of 2019 feel like déjà vu, that’s because it just might be. Much like in 2017, a year in which US stocks rose in all twelve months for the first time in history, stocks are again on a relentless rise, posting one all-time high after another. In April, …
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All AudiencesLibrary » Second Quarter 2019 International Perspective
April 24, 2019 | Market Commentary
International equities bounced back strongly in the first quarter as the sharp selling pressure experienced late last year evaporated. Although the gains internationally were not as significant as in domestic markets, foreign equities were able to pare much of their recent losses.
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All AudiencesLibrary » April 2019 Perspective
April 02, 2019 | Market Commentary
US stocks finished the quarter with one of its best starts in a decade. All 11 S&P 500 sectors ended the quarter higher for the first time since 2014, and growth companies saw particularly strong gains. The market has now recovered almost all of its fourth quarter losses from last year.
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Library » Special Report: Brexit
March 25, 2019 | Market Commentary
Since the United Kingdom voted to leave the European Union in the summer of 2016, Brexit has been anything but smooth. After an eventful couple of weeks in the Parliament, a more benign Brexit seemed to be the most likely outcome. Yet on Thursday, another twist emerged in the saga.
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All AudiencesLibrary » March 2019 Perspective
March 04, 2019 | Market Commentary
Global equities extended their strong start to the year with broad-based gains in February. Stocks have continued to respond well to a decent earnings season, an accommodative Federal Reserve, and easing trade tensions. Domestically, the strong two-month rally borders on historic ferocity. The S&P 5 …
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All AudiencesMarkets & Economy » Your Questions, Answered
February 21, 2019 | Investment Themes
2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …
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All AudiencesLibrary » First Quarter 2019 International Perspective
February 15, 2019 | Market Commentary
International equities experienced meaningful declines during the fourth quarter as the sharp sell-off experienced in US financial markets spilled over into the global sphere. Developed markets were hit particularly hard, shedding more than 13% during the quarter. Emerging markets held up somewhat …
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All AudiencesLibrary » February 2019 Perspective
February 05, 2019 | Market Commentary
After a difficult fourth quarter last year, US equities bounced back strongly to start 2019. The S&P 500 rose 8%, its best January performance since 1987, as all eleven S&P sectors saw gains. Since hitting a recent bottom on Christmas Eve, US stocks have risen approximately 15%.
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All AudiencesLibrary » Webinar: Four Big Questions Facing Investors in 2019
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.
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Library » Semi-Annual Outlook: Sorting Through the Warning Signs
January 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.
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