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Not-So-Great Expectations: Will Market Struggles Continue This Year?
Much has been made in the news recently about the possible onset of the next recession - and rightfully so, in our opinion, as we believe the next economic downturn is a matter of when not if.
4 Potential Outcomes For Brexit: Probabilities And Market Impact
As with all market calls based on binary political outcomes, one must be particularly cautious about acting on them.
January FOMC Meeting: A Pause, But (Probably) Not The End Of The Tightening Cycle
It's important to remember that the cause for the pause is most likely about emergent downside risks to both the U.S. and global economic outlook.
Q4 Equity Manager Report: Playing Defense
With markets likely to remain volatile over the next several months, it's more important than ever to pay attention to the thinking of specialist managers in order to identify potential opportunities for outperformance.
Top 5 Investment Themes To Watch For 2019
2018 was action-packed and volatile with global equity markets, geopolitics and populism dominating the year. The result was that almost all asset classes, with the exceptions of cash and government bonds, posted negative returns.
3 Keys To Maximizing Your Firm's Value
Complacency has no place in today’s independent wealth management landscape. In order to stay afloat in an increasingly crowded environment, it’s mission-critical for RIAs to take additional steps to maximize their value.
Excellent Adventure Or Bogus Journey? How The Next Recession May Unfold
Markets are struggling. Global growth is slowing. And as attention increasingly turns to the possibility of a recession, it’s time to stop pondering when an economic slump will set in, and focus instead on what it may entail.
Bah Humbug: U.S. Markets Tumble To Yearly Lows After Fed Guidance Projects More Rate Hikes For 2019
Markets hit the rewind button this afternoon as the U.S. Federal Reserve (the Fed) talked about the need for “some” further rate hikes in 2019.
To Fear Or Not To Fear The Yield Curve
With the spread between 10-year and 2-year Treasury yields down to just 13 basis points1, an active debate is raging among economists about the efficacy of the yield curve as a recession indicator in the current cycle.
U.S.-China Ceasefire: Reasonable Outcome For Markets, Brief Respite For Economies
The three-month ceasefire by no means guarantees that a final trade deal will be struck, but it improves the risk distribution for markets.
2018’s Biggest Winners Turned Into The Biggest Losers This Week
The S&P 500 Index is down approximately 3% on the week and approximately 9.5% from its peak on September 20, essentially wiping out gains for the year. But the selloff is concentrated in a few mega-cap tech companies.
U.S. Midterms Update: Democrats Take House, Republicans Keep Senate. Markets React
In a widely-expected outcome, U.S. midterm elections concluded with the Democrats gaining a majority in the House of Representatives, while Republicans maintained control of the Senate.
EC Q3 Equity Manager Report: The Froth Has Left The Market
Geopolitical concerns are undeniable. Many equity market valuations appear to be expensive.
Mama Mia! Here We Go Again: Italian Budget Woes Unnerve Investors
The 10-year Italian bond (BTP) yield has risen 80 basis points to 3.55%1 since late last month on news that the country’s draft budget plan has a deficit target of 2.4% of GDP (gross domestic product) for 2019.
Value And Growth Stocks: The Case For Being Overweight In Both
The idea of these two factors being overweight in a portfolio at the same time isn’t one often talked about. But, given today’s market backdrop, we believe it’s a viable position to take.
Do Markets Care About Midterms?
As fall hits its stride, the looming midterm elections in the U.S. Congress are increasingly becoming a focal point for the nation.
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