September 2017 - Preparing for a Busy September
Notwithstanding a mid-month mini correction, global equity markets registered their tenth consecutive monthly gain in August. The MSCI...
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August 2017 - Focused on Fundamentals
There was no shortage of market narratives for investors to feast on in the month of July to justify moves across financial markets. Each...
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July 2017 - A Strong First Half
The first half of the year has come to a close and amid a stable growth environment, risk assets performed remarkably well. This came in...
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May 2017 - The Expansion Continues
May was another strong month for financial markets as the global synchronized expansion continued to advance against a backdrop of...
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April 2017 - Growth Momentum Drives Equities Higher
The synchronized improvement in global growth provided a healthy backdrop for global risk assets in the first quarter of 2017 as activity...
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March 2017 - Global Improvements Allow the Fed to Hike
The last week of February witnessed a material repricing of Federal Reserve policy by financial markets which currently assign a 95%...
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February 2017 - The Cycle Reflates
Understanding where we are in the economic cycle is critical for making effective asset allocation decisions. While it may be impossible...
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January 2017 - A Brave New Market
The investment landscape greeting investors in 2017 stands in stark contrast to the one that existed one year ago. As we entered 2016,...
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November 2016 - Appetite for Risk Remains
Financial markets continue to grapple with a variety of issues ranging from the trajectory of central bank policy and the potential for...
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October 2016 - Waiting on the Fed
As we move into the final quarter of 2016, we believe there is some upside risk to global economic growth as many of the factors which...
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September 2016 - Markets Warming up to a Rate Hike
Risky assets glided higher during the month of August as yearly lows in volatility and narrow trading ranges made for a relatively quiet...
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August 2016 - The Search for Yield Supports Risks
July was a positive month for risk assets as a series of central bank meetings, data releases and corporate earnings announcements...
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July 2016 - Gearing for a StrongerHalf
The first six months of 2016 have been a tale of two halves punctuated by a political shock from the UK which all but ensures an even...
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June 2016 - Clarity Brings Gains
Markets despise uncertainty. The psychological shadow of the unknown can often be more of a hurdle for financial markets than the...
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May 2016 - Fundamentals Point to Further Upside
Risk assets continued their move higher through most of April, only to consolidate at the end of the month as a series of factors led...
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April 2016 - Risk Assets Recover Ground
Following one of the toughest Januarys on record and a volatile month of February, financial markets were kinder during the month of...
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March 2016 - A Busy Month for Central Bankers
The month of February ended with a stabilization in a number of market issues that had been plaguing risk assets since the start of the...
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February 2016 - Markets Due for a Bounce
The Nobel Prize-winning economist Paul Samuelson famously joked that “Wall Street indexes predicted nine out of the last five...
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January 2016 – Finding Opportunities in a Changing World
Risky assets took somewhat of a breather in 2015, following the near-tripling of the S&P 500 since March 2009, as the aforementioned...
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December 2015 – The Real Divergence Begins
Early in 2015, markets were anticipating the beginning of monetary policy divergence between Europe and the United States. It has taken...