As 2017 draws to a close, equities continue their march higher. The cautious optimism that we discussed a year ago has transitioned to into exuberance for stocks. Strong corporate earnings, easy global monetary policy, and tax legislation in the U.S. have been...
As global equities continue to perform well year-to-date, U.S. equities are showing signs of fatigue. Improving global economic fundamentals continue to propel international equity prices higher with Europe, Asia and Emerging market indices being the best performers....
The cautious optimism that we have observed since the U.S. presidential election last fall continues to sustain itself for investors. However, we have already seen a rotation in performance among asset classes. The underlying economic data suggests that we are still...
Greetings, From an investment perspective, 2016 is a year that can be thought of in three acts. The first was dominated by fear and anxiety of global recession. This was driven by a slowing Chinese economy, plummeting oil prices, and a rising U.S. dollar that...
Greetings, The current market environment is striking a delicate balance between extended valuations in both equities and fixed income investments and modest economic growth globally. Investors appear cautious as cash balances have surpassed levels recorded during the...
Greetings, The major themes driving global financial markets over the last year and a half have seemingly begun to shift in subtle, but significant ways. The major themes that we have been following are: Central Bank Monetary Policy Commodity prices Growth...
