Features

One Down, Three Or More To Go

By |January 20th, 2018|

With the first year of the Trump Administration now history, we take a step back to assess the state of the markets and discuss the outlook for 2018. Markets roared ahead for the year ending December 31st, 2017: the S&P 500 delivered a total return of 21.83%; the Dow Jones was up 28.11%; the […]

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A Look Back at Q3, 2017

By |October 18th, 2017|

As the second half of the year kicked in, markets continued to show resiliency and moved higher despite plenty of negative news — the confluence of hurricanes, floods, earthquakes and wildfires, a brewing international confrontation, terrorist incidents in London, Marseilles and Barcelona, just to name a few. Markets seemed particularly vulnerable to the […]

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A Look Back at Q2, 2017

By |July 27th, 2017|

First half of the year down, second half to go! The second quarter was a relatively quiet period for the markets with U.S. stocks appearing to move up and hit new highs frequently. The same narrative we wrote of in our first quarter note remained in full play throughout this quarter as well. The […]

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The Start of a New “Yera”

By |April 20th, 2017|

With a new U.S. Administration having taken office in January, the financial markets seem to keep their optimism despite some foreseeable changes in economic policies. The Standard & Poor’s 500 was up 6.0%, the Dow Jones Industrial Average was up 5.2%, the iShares iBoxx High Grade Corporate Bond Exchange Traded Fund (ETF) was up […]

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A Look Back at 2016

By |February 9th, 2017|

A Look Back at 2016

As we begin 2017, we reflect upon the returns of the previous year: the Standard & Poor’s 500 was up 11.9%, the Dow Jones Industrial Average was up 16.5%, the iShares iBoxx High Grade Corporate Bond Exchange Traded Fund (ETF) was up 6.2%, while its high yield version, the largest […]

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A Look Back at Q3, 2016

By |October 25th, 2016|

The S&P 500 was up 3.85% for the three-month period ending September 30th, 2016, while the MSCI World Index was up 4.99%.  During that same period, the Bloomberg Barclays US Aggregate and the J.P. Morgan Global Aggregate Bond indices had a total return of 0.45% and 0.69%, respectively.  Once again, the main global macro […]

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