MARKET INSIGHTS

2020 Q2 Market Commentary

Navigating Through the Unknown: We discuss the rapid advancements made to combat the virus and highlight how much better prepared we are than we were just three months ago. We’ll review the positive developments we have seen in the global economy, and balance that with the risks that lie ahead. In addition, with interest rates stubbornly low and public equity market valuations looking frothy we will give our recommended asset allocation as we enter the second half of 2020.

Click here to read a PDF of the written commentary.

2020 Themes and Outlook

Whitepaper: Saddle up for a Highly Contentious Election Year

2019 Q3 Market Commentary

Whitepaper: How to Invest in a Low and Highly Volatile Interest Rate Environment

2019 Q2 Market Commentary

Whitepaper: Is the Yield Curve Shooting a Warning Sign?

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