Market Overview The return of volatility took investors on a wild ride during the first quarter of the year. While the overall trend for market yields is higher, several factors complicated the picture this quarter, resulting in... Read more »
Current Views
Despite Strong Corporate Earnings, Stocks Unable to Sustain Early Gains
Published on Apr 17, 2018
Market Overview Stocks were unable to sustain the strong gains achieved during the start of the year, with the S&P closing out the first quarter with a 1.2% decline. While strong corporate earnings buoyed investor spirits,... Read more »
Corporate Profits Remain Strong Despite Volatility
Published on Mar 9, 2018
Market Overview Volatility returned to markets in full force in February, and the reversal of some very crowded trades led to a 3.7% decline for the S&P 500. Macroeconomic fundamentals however, remain sound, in our view.... Read more »
Strong Start to the New Year
Published on Feb 13, 2018
Market Overview: Stocks began the year with considerable strength, as the S&P 500 returned 5.7% for January. Investors appeared to key in on robust global growth and healthy US corporate profits. While we are keeping a close... Read more »