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Library » March 2019 Perspective
March 04, 2019 | Market Commentary
Global equities extended their strong start to the year with broad-based gains in February. Stocks have continued to respond well to a decent earnings season, an accommodative Federal Reserve, and easing trade tensions. Domestically, the strong two-month rally borders on historic ferocity. The S&P 5 …
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All AudiencesMarkets & Economy » Your Questions, Answered
February 21, 2019 | Investment Themes
2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …
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All AudiencesLibrary » Webinar: Four Big Questions Facing Investors in 2019
January 23, 2019 | Market Commentary
2018 was far more volatile than recent years, and after the nearly decade-long run, we are starting to see warning signs in the economic, stock, and bond market cycles. Several key risks got worse as the year went on, and many remain unresolved.
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Library » Semi-Annual Outlook: Sorting Through the Warning Signs
January 03, 2019 | Investment Themes
2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.
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All AudiencesLibrary » Foundations, Volume Two
October 03, 2018 | Investment Themes
In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
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Taft-HartleyLibrary » October 2018 Perspective
October 01, 2018 | Market Commentary
Rising Risks Demand Change US stocks remained near all-time highs during September as the market shrugged off rising global risks that continued to escalate. Worsening threats to financial markets include a full-blown trade war developing, China slowing more than expected, and political …
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All AudiencesLibrary » August 2018 Perspective
August 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
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All AudiencesLibrary » Second Quarter 2018 International Perspective
August 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 AudiencesLibrary » July 2018 Perspective
July 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
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All AudiencesMarkets & Economy » China Hit with $50 Billion in Tariffs
June 15, 2018 | Market Commentary
In March, President Trump announced worldwide steel and aluminum tariffs, while simultaneously granting temporary exemptions to Canada, Mexico, and the EU as negotiations were being pursued to address the administration’s concerns about the steel and aluminum industries. The deadline for those …
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