MARKET INSIGHTS

2019 Themes and Outlook

As we navigate through 2019, factors that drove 2018 volatility–like trade, politics, and global growth– in capital markets are far from behind us. We see a better environment in 2019 than in 2018, but we do not expect it to be a smooth ride, and investors should expect a similar type of volatility in 2019. This year will be crucial for investors to make asset allocation shifts that will best serve their long-term investment goals. We will continue to balance underlying fundamentals with valuations to find attractive long-term opportunities.

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FEATUREDSpecial 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

Bitcoins & Bubbles

2017 Q2 Market Commentary