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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 » 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 » Semi-Annual Outlook: Looking Beyond the Bull Run

January 04, 2018 | Active Management

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

Library » 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 …

Library » Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

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 …

Library » July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Library » Semi-Annual Outlook: Active Management Amid Complacency

June 26, 2017 | Active Management

Despite all-time highs in global economic policy uncertainty, volatility across equity and fixed income markets generally persisted near historically low levels during the first half of the year. As we enter the second half of 2017, we provide our view of what to expect in global …

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the realities of today’s environment. Active …


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