Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

2019 Global Asset Allocation

2018 – Year in Review The financial markets last year were a mirror image of their performance in 2017. Two years ago, optimism reigned, as both economic and political forces Read More

Investment Perspectives December 2018

Recently, the market downturn has dominated headlines in the financial press. While selloffs are to be expected in the equity markets, that doesn’t make them any less unsettling when they Read More

Investment Perspectives 3Q October 2018

Reshuffling the deck: The S&P is modifying the major categories of the market in the most significant reclassification of industry groups since the index officially adopted standardized sectors back in Read More

Investment Perspectives 2Q July 2018

Over the past several months the terms tariff and trade war have garnered increased attention in the media. President Trump is emphatic that the United States is engaged in several Read More

Investment Perspectives 1Q April 2018

During the first quarter of 2018, the stock market reminded us once again that it can and does go down from time to time. Unfortunately, in practice the ability to Read More

2018 Global Asset Allocation

2017 Year in Review The S&P 500’s outperformance streak versus international markets came to an end in 2017, with both developed and emerging equity markets outperforming the US, and emerging Read More

Important Information on Identity Theft

Identity theft has been a serious threat to consumers for many years. The recent Equifax data breach has raised awareness due to the sheer magnitude of the incident which affected Read More

Investment Perspectives 3Q October 2017

As tensions and rhetoric around North Korea have escalated over the past few months, many clients have asked us how we believe this translates to market risk. This question and Read More

Investment Perspectives 2Q July 2017

A common storyline in the financial press has been the leadership provided by the FANG stocks – Facebook, Amazon, Netflix, Google (now Alphabet). More recently Apple has been included with Read More

Investment Perspectives 1Q April 2017

Diversification, as a fundamental component of prudent investment management, has tested the patience of investors over the most recent bull market in US equities. International equities have trailed by a Read More

Archived Investment Perspectives