Market Overview Stocks fell sharply to close out the year, with the S&P 500 declining by about 9% during December and approximately 13.5% for the fourth quarter of 2018. Weak global economic data, continuing trade tensions,... Read more »
Current Views
Third Quarter Fixed Income Commentary
Published on Nov 13, 2018
Market Overview One’s investment perspective, how long market positions are likely held, is an underlying aspect of all investment strategies. Institutional bond managers, such as insurance companies and large pension funds,... Read more »
Third Quarter Equity Commentary
Published on Nov 13, 2018
Market Overview Stocks continued to move higher during the third quarter, as the S&P 500 gained 7.2%, its best performance since the fourth quarter of 2013. Investors were encouraged by healthy economic data, strong corporate... Read more »
Stocks Continued Their Ascent During August 2018
Published on Sep 12, 2018
Market Overview Stocks continued their ascent during August, as the S&P 500 hit a new all-time high and investors were encouraged by robust corporate earnings and some progress on trade. We continue to believe that strong... Read more »