Q2 2020 Market Outlook

Q2 2020 Market Outlook

This Too Shall Pass….But When? It is very hard to believe that 60 short days ago, the US economy was humming; we were at full employment, consumer confidence was high, interest rates were low, and the stock market had hit all time highs. The sky was the limit....
Addendum to Q1 2020 Market Outlook

Addendum to Q1 2020 Market Outlook

No sooner than we had published our optimistic outlook for economies and markets did investors experience a somewhat existential event with Friday’s US missile strike, killing Iranian’s military leader Qasen Soleimani. In as much as this event could catalyze into a...
Q1 2020 Market Outlook

Q1 2020 Market Outlook

Despite fears over declining economic growth, a multitude of trade war scares and endless political bickering, 2019 has proven to be a terrific year for investors as the US stock market posted its highest returns since 2013.  And it wasn’t just US equities; bonds,...
Q4 2019 Market Outlook

Q4 2019 Market Outlook

Taking its cue from the previous three months, markets again proved to be increasingly volatile for investors over the course of the most recent quarter.  Market returns were mixed over the entire three-month period but, in general, risk off assets outperformed.  Most...
What Now for Bond Investors?

What Now for Bond Investors?

Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the past ten years has been the sharp decline in government bond interest rates to...