If one were prone to worry, there are lots of things to be uneasy about. Ongoing tensions in the international political situation might be a good place to start, with trade disputes front and center. It appears that the markets... Read more »
Current Views
Opinion on the U.S. and China Trade War
Published on May 17, 2019
The following is the opinion of Richard Kilbride, Managing Director and Fixed Income Specialist at Roosevelt Investments. When we all said that a US-China trade deal was priced into the market, we were right. Now that that... Read more »
Speed Bump
Published on May 13, 2019
After enjoying the stock market’s advance in each consecutive month so far in 2019, over the past week investors hit a speed bump, as U.S.-China trade issues have returned to weigh on sentiment. Headlines and signals emanating... Read more »
Latest Market Commentary
Published on May 13, 2019
Market Overview Economic conditions in China appear to be improving. In March, the manufacturing PMI returned to a level indicative of expansion for the first time in 4 months, and factory output reached its strongest level since... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs”
- May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It's the Expansionary Phase”
- May 2019 The Director: "Charting the Course" by Vicki Fillet