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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 AudiencesMarch 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 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 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 AudiencesApril 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.
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 AdvisorsMarch 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 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 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 AudiencesJuly 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.
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