News
October 30, 2014
Fourth Quarter 2014 Newsletter
Amidst a backdrop of positive economic growth and subdued inflation, no amount of economic sluggishness or unrest abroad has, so far, been able to derail the US market’s advance.
June 30, 2014
Third Quarter 2014 Newsletter
While the US economy has displayed positive albeit tepid growth since the recession officially ended in early 2009, it lost ground in the first quarter of this year. Much of the decline has been attributed to weather.
April 30, 2014
Second Quarter 2014 Newsletter
Investors searching for clarity will find comfort in the fact that positive catalysts driving the global economic recovery should prevail over headline risks as well as seasonal and cyclical headwinds.
January 1, 2014
First Quarter 2014 Newsletter
As equity markets reach record levels, coupled with firmly entrenched fixed income headwinds, investors are rationalizing the improving economic footprint with current valuations.
October 1, 2013
Fourth Quarter 2013 Newsletter
Swift and severe investor reaction to Federal Reserve language regarding “tapering” illuminated the realities of fixed income market risk and the uneven path to interest rate normalization.