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Markets & Economy » Acting on the Lessons from 2008
March 20, 2020 | Market Commentary
Recent market volatility and a constant stream of negative news is giving investors déjà vu. A downturn this abrupt and severe hasn’t been seen since the beginning of the 2008-09 Global Financial Crisis. The situations may be completely different, but the feelings of fear and uncertainty are …
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All AudiencesMarkets & Economy » Coronavirus and a Bear Market
March 13, 2020 | Market Commentary
In the past week, as the number of Coronavirus (COVID-19) cases has continued to increase, it has resulted in rising investor fear over what the potential economic fallout may be. With Thursday’s steep selloff in the S&P 500, the US stock market has entered into a bear market for the first …
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All AudiencesMarkets & Economy » 10 Years After the Global Financial Crisis: Where Are We Now?
October 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 AudiencesLibrary » First Quarter 2018 International Perspective
April 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 AudiencesLibrary » Strategy in Focus: Designed for Uncertain Times Webinar
April 09, 2018 | Active Management
Questioning how best to position a portfolio for later-cycle realities? We discuss our Disciplined Value - U.S. strategy and how it can help investors prepare for the uncertain times that lie ahead.
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 …
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Financial AdvisorsMarkets & 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 …
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Library » Semi-Annual Outlook: Looking Beyond the Bull Run
January 04, 2018 | Investment Themes
We head into 2018 enjoying economic expansion, but it is important to maintain a focus on fundamentals and long-term results. Our new Semi-Annual Outlook provides our perspective on the year to come. Get your copy today
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All AudiencesLibrary » December 2017 Perspective
December 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 AudiencesLibrary » Second Quarter 2017 International Perspective
July 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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