INVESTING 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.

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

Bitcoins & Bubbles

2017 Q2 Market Commentary