INVESTING INSIGHTS

2018 Midterm Elections and What Investors Should Know

This year’s midterm elections shattered records and received more voter interest than any other midterm election in history. Headlines regarding election results, shift of political majority, and future speculation can historically elicit temporary market reactions, only to see a quick reversal (sometimes in the same day!). Instead of speculating about what the political environment may look like, we advise investors to focus on facts and fundamentals, and do not surmise and speculate. The focus of this whitepaper is breaking down fact vs fiction in how midterms affect the market.

2019 Q2 Whitepaper: New York Gives Up its Prime Membership (4 min. video)

2019 Themes and Outlook

Special Report: Market Volatility

2018 Q3 Market Commentary

Emerging Market Currencies and Modern Currency Crisis

2018 Q2 Market Commentary

Inflation Inflection Point

2018 Q1 Market Commentary

Controlling Emotions in an Algorithmic World

Comments on Recent Market Volatility 2/5/2018

VCA 2018 Themes and Outlook

Verdence View on Tax Cuts and Jobs Act

Bitcoins & Bubbles

2017 Q2 Market Commentary