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Library » September 2018 Perspective

September 04, 2018 | Market Commentary

Fresh All-Time Highs US equity markets hit new highs in August as the current market cycle reached record breaking lengths. The market’s rise has been again led by technology stocks. The tech-heavy Nasdaq Composite gained 5.7% over the month, its strongest August performance in 18 years. The …

Library » 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 …

Ebrahim Busheri

Director of Investments

Library » Webinar: Mid-Year Outlook

July 27, 2018 | Market Commentary

Economic conditions were generally healthy during the first half of 2018, yet returns were harder to come by as escalating trade tensions, rising policy interest rates, and inflation worries led to increased volatility across financial markets. Director of Investments, …

Library » 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 …

Markets & 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 …

Library » June 2018 Perspective

June 05, 2018 | Market Commentary

Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …

Library » May 2018 Perspective

May 02, 2018 | Market Commentary

Treasury Yields Hit Four-Year High The 10-Year US Treasury yield rose above 3% in April for the first time since the so-called ‘Taper Tantrum’ of 2013. The measure is a key benchmark influencing borrowing costs throughout the economy and has brought rising rate concerns to the forefront of …

Markets & Economy » Taking Stock of the Tech Turbulence

April 10, 2018 | Market Commentary

Recent news in the tech sector has been weighing on markets. An Uber self-driving car in Arizona killing a pedestrian, Facebook fighting a vicious public relations battle over user privacy and data collection, and President Trump repeatedly attacking Jeff Bezos and Amazon are just a sample of a …

Library » April 2018 Perspective

April 04, 2018 | Market Commentary

Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …


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