Blog Posting By Tag: Global Markets

Posted: May 03, 2017
As we reflect on the last eight years, various stages of the economic and market recovery have unfolded like chapters in a book.  Many parts have told a predictable tale and, at various times, we have been left wondering if there would be an... Read More...
Posted: May 02, 2017
With another year in the history books and equity markets off to a strong start in 2017, we can’t help but reflect on the Federal Reserve’s role in this elongated period of appreciation in the stock market.  Recently, the improvement in the... Read More...
Posted: Feb 17, 2017
Recently a client asked about the short rebate and whether it was to blame for disappointing hedge fund performance.  We thought we would write about it here in case there were others with the same question. What is the short rebate? When a... Read More...
Posted: Jan 31, 2017
Forecasting in 2016 was a tough business to be in given the wild year politically, the meaningful jump in interest rates - and rising geopolitical uncertainty broadly.  It is hard to imagine the U.K. decision to leave the European Union or the... Read More...
Posted: Jan 30, 2017
In a year characterized by the unexpected, maintaining a disciplined approach to managing your portfolio was our primary objective.  During the unsettled economic environment that existed during the first half of the year, we used market... Read More...
Posted: Nov 25, 2016
When companies have excess cash on their balance sheet, they have a few buckets they can allocate towards. However as it relates to sharing that cash with stockholders, it all comes down to buybacks and dividends. Whereas companies have long... Read More...
Posted: Nov 09, 2016
The unexpected victory of Donald Trump has been a reminder of the growing dissatisfaction many Americans have with the political establishment of this country.  Even though we can look to history, which tells us elections and presidents don’t... Read More...
Posted: Oct 26, 2016
These were the three topics most of us were raised to believe should never be a part of polite conversation, but with a hard fought and contentious presidential election campaign just weeks away from completion, such taboo subjects are inevitably... Read More...
Posted: Oct 25, 2016
The third quarter marked one of the least volatile market environments since 1971 as the S&P 500 did not move over 1% from close-to-close for 43 consecutive days.  Few would have predicted such an outcome given Great Britain’s vote to leave... Read More...
Posted: Jul 26, 2016
Whether it’s the EU, ECB, FED, NAFTA, TPP, WTO, IMF, QE, ZIRP or now NIRP … the whole alphabet soup of established economic policy and international free trade seems to have come under intense scrutiny this year.  While our own domestic... Read More...

Pages