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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 …

Library » First Quarter 2018 International Perspective

April 24, 2018 | International Markets

Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …

Library » April 2018 Perspective

April 04, 2018 | Market Commentary

Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …

Markets & Economy » Escalating Risks of Protectionism and Tariffs

March 22, 2018 | Market Commentary

In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …

Library » 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 …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …

Library » March 2018 Perspective

March 02, 2018 | Market Commentary

Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …

Library » February 2018 Perspective

February 08, 2018 | Market Commentary

The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …

Library » Fourth Quarter 2017 International Perspective

January 25, 2018 | International Markets

Quarterly Market Review Global equity markets ended 2017 on a strong note, up nearly 6% for the fourth quarter and 24% for the year. Performance was broadly positive, with both developed and emerging markets turning in strong double-digit returns for the 12-month period. Emerging market equities …

Library » January 2018 Perspective

January 05, 2018 | Market Commentary

The U.S. Economy 2017 was a great year for investors as strong returns pushed domestic equities to fresh all-time highs. Robust equity performance was seen across many of the major indices both domestically and abroad. Most fixed income sectors posted healthy gains as well. At the same time, …


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