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January 24, 2017 | International Markets

Quarterly Market Review Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …

Vantage » Research Note - December 2016

December 22, 2016 | Market Commentary

The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …

Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

Markets & Economy » The U.S. Consumer: A Potential Bright Spot

October 12, 2016 | Market Commentary

In the years following the global financial crisis, the American consumer was faced with a particularly challenging economic environment. The unemployment rate climbed from just under 4.5% in 2007 to 10% only two years later as millions of workers suddenly found themselves out of a job. The …

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

Markets & Economy » “Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Stocks perceived as mitigating the effects of market volatility were popular among investors in the first quarter. Big swings in equity markets drove a flight to quality that benefitted dividend-paying sectors such as Utilities and Telecommunication Services (which were the two best- …


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