Tag: Market Review

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with [...]

By |2018-09-27T18:53:22+00:00April 16th, 2018|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2018

Quarterly Review – Fourth Quarter 2017

 Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and [...]

By |2019-07-15T14:52:15+00:00January 23rd, 2018|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2017

Quarterly Review – Third Quarter 2017

 A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income [...]

By |2018-10-10T20:54:12+00:00October 16th, 2017|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2017

Quarterly Review – Second Quarter 2017

 Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk [...]

By |2019-07-15T14:53:11+00:00July 18th, 2017|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2017

Quarterly Review – First Quarter 2017

 The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives [...]

By |2019-07-15T20:27:14+00:00April 18th, 2017|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2017

Quarterly Review – Fourth Quarter 2016

The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with [...]

By |2019-07-15T15:28:54+00:00January 26th, 2017|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2016

Quarterly Review – Third Quarter 2016

Perhaps one thing that we can all agree on, and that which doesn’t need debating is the strong performance of risk assets during the last quarter. The S&P 500 was up 3.9%, non-U.S. developed markets were up 6.4%, and [...]

By |2019-07-15T15:31:01+00:00September 30th, 2016|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2016

Quarterly Review – Second Quarter 2016

The morning after the Brexit referendum confirmed the “Leave” victory, Bloomberg News ran an article titled, “Can we talk about last night?” And as funny as it is to compare the referendum decision to a one-night stand, the implications [...]

By |2019-07-15T15:29:27+00:00June 30th, 2016|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2016