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January 26, 2021 | Market Commentary
One of the best parts of presenting our investment outlook each January is the ability for us to hear directly from you. What questions are on your mind, what opportunities are you seeing, and what issues are keeping you up at night? While we were asked for our thoughts on a vast range of …
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All AudiencesOctober 24, 2018 | Market Commentary
This September marked the 10 year anniversary of some of the most devastating moments of the Global Financial Crisis. In the span of a few days, Lehman Brothers filed for bankruptcy, Merrill Lynch was rescued by Bank of America, and AIG, the world’s largest insurer at the time, was bailed out …
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All AudiencesAugust 02, 2018 | Market Commentary
Quarterly Market Review Global equities experienced mixed results for the second quarter as domestic equity markets generated strong returns and most international equity markets declined. Strong global corporate profits with solid regional and sectoral breadth aided performance. For foreign …
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All AudiencesApril 24, 2018 | Market Commentary
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 …
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All AudiencesMarch 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 …
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All AudiencesMarch 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 …
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All AudiencesJuly 20, 2017 | Market Commentary
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
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All AudiencesApril 13, 2017 | Market Commentary
Quarterly Market Review International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers. EMs generated an over 11% return—nearly double that of …
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All AudiencesMay 05, 2016 | Market Commentary
The advance estimate of first quarter 2016 real GDP came in at a 0.5% seasonally-adjusted annual rate. A decline in business spending was the primary drag on the economy, as nonresidential fixed investment detracted from the overall growth rate.
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