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Markets & Economy » Implications of the Federal Government Shutdown

January 22, 2018 | Market Commentary

Early Saturday morning, after Senate lawmakers failed to pass a short-term funding bill, the U.S. federal government began a shutdown of all non-essential services in the first federal government shutdown since October 2013. To reopen the government, the Senate needs a 60 vote supermajority, …

Markets & Economy » Tax Reform Implications

December 22, 2017 | Market Commentary

Congressional Republicans passed a sweeping overhaul of the U.S. tax code last week in what is the most significant change to tax policy in 31 years. The bill, titled The Tax Cuts and Jobs Act, was signed into law by President Trump this morning. One of the central goals of The Tax Cuts and …

Markets & Economy » FAQs: Current Environment and Recent Events – What Does it Mean to Investors?

October 26, 2017 | Market Commentary

With the U.S. stock market reaching new highs, uncertainty surrounding policy implementation, and a series of natural disasters, we’ve recently received a number of questions on potential impacts to the economy and investors. In the below Q&A we answer your most frequently asked questions on …

Library » September 2017 Perspective

September 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 …

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.

Markets & Economy » Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union. The results of the General Election are in, and the UK Conservative Party—led by PM May—has lost …

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility. At these market levels, we believe it is critical that investors avoid chasing returns …

Library » May 2017 Perspective

May 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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