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
Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.
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
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
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
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
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
US Equities again proved to be the best performing major asset class with a return of 12% in 2016. During the year we experienced rapid sector rotations with large swings Read More
Consumer purchasing is responsible for about two-thirds of the American economy. Whether it is spending on durable goods, such as cars or housing, or on services, such as education and Read More
Brexit, a contraction of the words “British exit,” refers to the June 23, 2016 referendum by voters in the United Kingdom to leave the European Union (“EU”). The surprising outcome Read More
Over time, corporate profits are the primary driver of the stock market. The observed correlation between stock prices and corporate earnings serves as the basis for a fundamental research-based approach to investing in equities. At Aureus, we use our own internal research and understanding of companies as the primary method of choosing stocks.
The Aureus annual global asset allocation reviews the risks and opportunities available in global financial markets
and their potential impact on the investment portfolios of our clients.