MARKET INSIGHTS

2019 Q2 Market Commentary

July officially marks the longest U.S. economic expansion in history at 121 months. As we enter this unprecedented territory, it is important to separate perception from reality. In this quarterly commentary, we focus on the facts and underlying fundamentals of the global economy as we navigate through the second half of 2019, and we discuss where we see value—and exercise patience—despite risk assets measuring at record highs.

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2019 Q1 Market Commentary

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

2019 Themes and Outlook

Special Report: Market Volatility

2018 Midterm Elections and What Investors Should Know

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