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.

Investment Perspectives 3Q October 2016

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

Investment Perspectives 2Q July 2016

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

Investment Perspectives 1Q April 2016

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.

2016 Global Asset Allocation

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.

Investment Perspectives 3Q October 2015

In January, we published our 2015 Global Asset Allocation Review, and throughout the year we revisit this work based on new and updated information that may influence our outlook for the financial markets. In this piece, we review economies, markets and valuations and provide commentary on changes in 2015.

Investment Perspectives 2Q July 2015

In late June, two debt crises caught the attention of investors everywhere. Greece appeared to be close to the precipice of an unprecedented default on loans to the European Union (EU) governing bodies. In a less headline grabbing announcement, the Commonwealth of Puerto Rico declared that it needed to renegotiate and lower its debt commitments to creditors.

Investment Perspectives 1Q April 2015

From its peak last June, the price of a barrel of crude oil fell 60% to its low in this year’s first quarter. While such a decline is unusual, it has happened before. Examining past declines and the reasons behind those, we explore potential winners and losers, as well as what might happen in the oil industry from here.

2015 Global Asset Allocation Review

The purpose of the Aureus annual global asset allocation review is to assess the risks and opportunities available in global financial markets and their potential impact on the investment portfolios of our clients. Our views are expressed over two frameworks:

Investment Perspectives 3Q October 2014

Good fortune has certainly shined on investors, particularly those investing in the equity markets. For the past five years many equity markets have performed well above historic averages. While we believe that conditions remain positive for equity markets, we also believe repeating these elevated results for the next five years may be a challenge. In this paper we address the recent performance of the U.S. Equity markets within an historic perspective and review expectations for the coming years.

Investment Perspectives 2Q July 2014

The decline in global interest rates from already historically low levels at the beginning of this year has caught many investors by surprise. At the end of 2013, expectations were for increasing worldwide growth and inflation, which should have resulted in somewhat higher interest rates. Yet, in virtually every important country, rates on government bonds have fallen since January.

Archived Investment Perspectives