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Library » August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

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 » 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 » April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

Library » March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …

Library » 2017 Outlook: Investing in Remarkable Times

January 26, 2017 | Active Management

2016 has been punctuated by bouts of market volatility. Will the rollercoaster ride continue into the new year? We believe selectivity and flexibility, whether it is looking at a company or a country, will allow investors to find opportunity in this low-growth, volatile market environment. …

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 …


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