Q4 2019 Insights

  How did the markets do? Global equities exhibited strong gains during the fourth quarter, adding to an already robust performance for 2019. A return to more accommodative interest rate…

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Q3 2019 Insights

  How did the markets do? Global financial markets generated mixed returns in the third quarter.  U.S. equity returns were broadly positive, as were fixed income returns, while smaller-cap U.S.…

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Recession Rampage

This year the media has been talking about recessions quite a bit.  May, August and now in September.  Spring, Summer and Fall.  Perhaps it is just a seasonal thing. Whenever…

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Q2 2019 Insights

  What happened? Global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Uncertainties surrounding tariffs and the reliability…

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Q1 2019 Insights

Global Economic and Financial Markets Summary   Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…

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Q1 2019 Insights

Global Economic and Financial Markets Summary   Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…

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Q4 2018 Insights

Global Economic and Financial Markets Summary   After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500…

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Q3 2018 Insights

While the third quarter saw a relatively calm environment for equities, especially U.S. stocks, in hindsight it was the “calm before the storm.” Most third quarter and year-to-date gains (again,…

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Q2 2018 Insights

The second quarter brought renewed strength in U.S. equities, which posted gains on the heels of modest losses earlier in the year. U.S. stocks were the clear leaders of the quarter,…

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