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January 25, 2018 | Market Commentary
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 …
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All AudiencesDecember 07, 2017 | Market Commentary
The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …
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All AudiencesNovember 09, 2017 | Market Commentary
As Federal Reserve policymakers move further along on plans for monetary policy normalization, they will look to key inflation indicators in deciding the appropriate pace of tightening. One of those key indicators, wage growth, has been disappointingly modest over the course of the current …
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All AudiencesOctober 09, 2017 | Market Commentary
On September 20th, the Federal Reserve announced that it will begin to shrink the size of its balance sheet as it attempts to unwind what has been an unprecedented buildup in central bank assets.
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All AudiencesSeptember 07, 2017 | Market Commentary
Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility …
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All AudiencesAugust 08, 2017 | Market Commentary
After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.
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All AudiencesJuly 06, 2017 | Investment Themes
We believe Europe has reached an inflection point. We lay out the case for a European investment revival in our new chartbook. Download the PDF
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All AudiencesJune 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
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All AudiencesMay 05, 2017 | Market Commentary
Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.
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All AudiencesApril 05, 2017 | Market Commentary
Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.
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