MARKET INSIGHTS

2020 Q3 Market Commentary

As we move into the end of 2020, the easy economic rebound is likely behind us and now the hard work begins. In this quarterly, we will discuss some of the diverging paths we are seeing in this economic recovery, outline the risks going forward and suggest how to invest in these highly uncertain times. Especially as many asset classes are at or near record highs and finding value is just as difficult, if not more, than before the pandemic.

Click here to read a PDF of the written commentary.

Special Report: Coronavirus & Market Volatility

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