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 »
Current Views
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 »
Impact of the Tax Cuts and Jobs Act
Published on Jan 29, 2018
While it is still too early to fully understand the implications of President Trump’s new tax law, we are seeing signs that the tax changes may have more positive impacts than previously appreciated. Perhaps to no one’s surprise,... Read more »