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Markets & Economy » The First 100 Days, an Investor’s Perspective
May 01, 2017 | Market Commentary
Markets rode a roller coaster during President Trump’s first 100 days in office. Upon inauguration, confidence hovered near its post-recession peak and continued to grow upbeat. This helped support markets, which hit all-time highs shortly following the president’s well-received Congressional …
Vantage » Research Note - December 2016
December 22, 2016 | Market Commentary
The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …
Markets & Economy » These Remarkable Times Continue
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
Vantage » Research Note - September 2016
August 29, 2016 | Market Commentary
Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year …
Financial Planning » Three Essential Components of a Family Wealth Succession Plan
June 23, 2016 | Wealth Management
Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …
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IndividualMarkets & Economy » Risk Continues to Run Rampant In Russia
November 04, 2015 | Emerging Markets
In our recent Country in Focus article in Vantage, we discussed how Russia has been in the spotlight over the past few years with its controversial involvement in Ukraine and annexation of Crimea in 2014. Lately, Russia has been in the news with its intervention in Syria, which has opened a new …
Library » Using Derivatives in the Fixed Income Markets
October 16, 2015 | Fixed Income
Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …
Library » Webinar: Market Volatility
October 05, 2015 | Market Commentary
Recent market volatility has raised many questions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, respond to the uncertainties facing investors today and what to expect going forward.
Markets & Economy » “Safe” Can Be Risky
September 01, 2015 | Fixed Income
The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …
Markets & Economy » China: Should investors run for the exit?
August 12, 2015 | Emerging Markets
Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag. After peaking in mid-June, China’s major equity indices had …