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June 20, 2017

Third Quarter 2017 Newsletter

Against a fluid market and economic environment, it is critical to continually examine portfolio strategies to ensure the integration of long-term investment goals and objectives. Strong equity markets, modest economic growth, low inflation, and increasing political uncertainty characterize the current “risk-on” trading environment. Investors search for answers amidst a cacophony of economic and political voices...

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May 15, 2017

Second Quarter 2017 Newsletter

Periods of political or economic change increase uncertainty and result in a growing number of questions about the impact on financial assets. More questions than answers exist today forcing investors to operate and make decisions in a more ambiguous environment. An effective method of dealing with these unanswered questions is to design high-quality investment strategies...

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January 4, 2017

First Quarter 2017 Newsletter

Political change after a highly contentious Presidential election will inevitably set the tone for the investment environment over the coming year. Against this backdrop, investors will position investments for an ever-evolving landscape and frame the catalysts and drivers likely to shape and define the markets.

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November 7, 2016

Fourth Quarter 2016 Newsletter

Situational awareness is critical for any investor. We must recognize the prevalent risks that exist across the broader economic landscape. Approaching the Presidential election in November, we, along with the rest of the investment community, continue to analyze the market impact of potential outcomes. Against this uncertain backdrop, maintaining a long-term focus is critical as...

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Newsletters

June 28, 2016

Third Quarter 2016 Newsletter

The duration of the current economic recovery recently surpassed the seven year mark, making this cycle one of the longest during the post-World War II era. While extended in length, the economic environment lacks robust growth, resulting in a chorus of calls to further stimulate via public policy measures. However, the economic cycle continues moving...

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