INVESTING INSIGHTS

2019 Q1 Market Commentary

This is an historic 10-year bull market. An economic expansion or equity bull market that spans a decade is an anomaly—it’s unheard of!  This expansion has defied most odds by withstanding the near collapse of the European Union, absorbing countless geopolitical disruptions, experiencing close to record high unemployment and showing resiliency to political tensions and domestic divisiveness.

INVESTING INSIGHTS

FEATURED2024 Themes and Outlook

FEATURED2023 Q3 Market Commentary: Higher for Longer

FEATUREDInterview: Cornerstone Investment Partners

2023 Q3 White Paper: The Health of the Chinese Economy

2023 Q2 Market Commentary: A Bull-Bear Tango

2023 Q1 Market Commentary: Compounding Economic Risks

2023 Themes and Outlook

2022 Q4 White Paper: Bitcoin and Bubbles Part III

2022 Q3 Market Commentary: A No Good Very Dreary Year

2022 Q2 Market Commentary: Paying the Pandemic Price Tag

2022 Q2 White Paper: The ABCs of Easy Money

Special Volatility Report

2022 Q1 Market Commentary: This Time is Different