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 »
Current Views
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 »
Healthy Economic Data and a Good Start to the Second Quarter Earnings Season
Published on Sep 12, 2018
Market Overview Healthy economic data and a good start to the second quarter earnings season lifted stocks during July, as the S&P 500 achieved a total return of 3.7% for the month. While trade concerns continue to be a focal... Read more »