Insights

Investments

Quarterly Commentary: July 2018

In the second quarter, we expected the economy to continue to move forward, albeit with some headwinds from the Fed’s effort to normalize rates and the general political climate. While this... Read More

Quarterly commentary: April 2018

Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More

Quarterly commentary: January 2018

The fourth quarter of 2017 capped off what turned out to be a strong year for the economy and the markets both here and abroad. Despite hazards from a tumultuous... Read More

Quarterly commentary: October 2017

In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward.  Several key market indexes reached record highs... Read More

Quarterly commentary: July 2017

Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration... Read More

Quarterly commentary: April 2017

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate... Read More

Quarterly commentary: January 2017

Two events caught investor’s attention in the fourth quarter of 2016 – the unlikely election of Donald Trump as President and the Fed’s second interest rate increase since 2006. Markets... Read More

Prediction season

In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically... Read More

Quarterly commentary: October 2016

Despite an initial pullback following June’s unexpected Brexit vote, global markets steadied in the third quarter as central banks remained accommodative and economic fundamentals generally improved. However, familiar macroeconomic themes,... Read More

Quarterly commentary: July 2016

In the second quarter of 2016, Great Britain’s so-called “Brexit” vote, a national referendum on continued participation in the European Union, sparked an abrupt bout of global market volatility in... Read More

Quarterly commentary: April 2016

After a record rough start to the quarter, global equities rebounded as oil prices stabilized and dovish comments and actions by global central banks, including the Fed, helped lift the... Read More

Quarterly commentary: October 2015

The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming... Read More