The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, [...]
A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.
Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.
We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
Dr. Mickey Levy of Berenberg Capital Markets. Dr. Levy will share timely insights on the behavior of today’s economy and performance outcomes.
Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]
A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.
A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.
Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]
As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]
