Firing On All Cylinders

Even as the current economic expansion and bull market continue their remarkable run, investors are increasingly wary of rising valuations, geopolitical instability and potential policy missteps. Investors are also mindful of monetary headwinds as the Fed continues to raise rates and begins to trim its balance sheet. While we are not oblivious to these risks, […]

The Conundrum of Low Interest Rates

The current economic expansion in the U.S. is beginning to approach longevity that has rarely been seen in prior cycles. This economic cycle, which began in July 2009, is already the second-longest expansion on record at 96 months. It has been a remarkable recovery … in many different ways beyond its sheer chronological age. One […]

Economics Trumps Geopolitics

A solid first quarter for stocks Global stocks continued to perform well in the first quarter of 2017. The post-election momentum in the stock market persisted into the post-inauguration phase as well. U.S. stocks rose by about 6% and foreign stocks gained even more. Large company stocks performed better than smaller ones and stocks with […]

Uncovering Opportunity in the Most Challenging of Markets

THE GYRATION IN OIL PRICES over the past 18 months has left many questions about the direction of oil prices and how to position an investment portfolio. The price of oil collapsed from over $100 per barrel (bbl) to a low of $26/bbl. Since then, oil prices have nearly doubled to approach $50/bbl. While the price […]

Market Insights – First Quarter 2017

GREEN SHOOTS OF A GLOBAL REVIVAL What a difference a year makes! At this time in 2016, markets were collapsing under the weight of a Clatter of Concerns…Crude, Commodities, Currency, China, Credit and Central bank divergence. Those fears have since dissipated as we enter a new year and perhaps a new phase of renewed global […]