Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… Equity markets and other risk assets have experienced many downside risks since the start of 2018, including a contraction in trade and manufacturing, rising political uncertainty, surging bond yields last…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Events are changing rapidly, and that’s why we are seeing higher levels of market volatility almost on a daily basis. If you could put aside the trade disputes for a…READ MORE
Key Points: US stocks suffered their first calendar year loss, after 9 consecutive years of gains. Healthcare was the best sector for the year, up 6.47%. Bonds had a rough first half of the year but did as we expected in the fourth quarter. The…READ MORE
As I was sitting here writing how great the market did in November (up 2%!), the Dow is selling off 700 points and making my analysis of the market last month futile. Yesterday was a day of euphoria as the “trade truce” from the G20 Summit…READ MORE
Key Takeaways: GDP in the fourth quarter was up 2.9% Stock prices saw continued volatility as the tariff tantrum weighed on stocks Bonds advanced in March as yields declined 2018 is turning into a markedly different year for investing than 2017. In the first three…READ MORE
