Market Overview The final months of 2018 will likely be remembered across U. S. capital markets for extreme levels of daily price volatility. In fixed income, final year-to-date performance was for most bondholders generally... Read more »
Current Views
Fourth Quarter 2018 | Equity Commentary
Published on Jan 24, 2019
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 »
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 »
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