Global markets have soared in the first two months of the year. Investors have regained their confidence in the Federal Reserve’s monetary policy, and markets seem to have priced in optimistic scenarios playing out in the global landscape. As we near the ten-year anniversary of the market bottom during the Great Recession, it’s a good time to revisit what “volatility” …
In many ways, 2018 was a paradox of a year. US equities and 10-year Treasuries both had negative returns, which almost never happens. Cash was the highest performing asset class for the year1. The United States posted some of the strongest economic growth numbers we’ve seen in years, and yet the yield curve inverted, supposedly warning of a recession. This …
With the approach of the Holiday Season, many investors are wondering if they will enjoy a “Santa Claus” rally in the final weeks of 2018. So far, the headlines have not been filled with Holiday cheer. Global equity markets have fallen sharply as investors have grown increasingly worried about global trade, a hard Brexit, and slowing economic growth. In the US, company-specific news …
As we find ourselves in the middle of the holiday season attending various holiday parties, family gatherings, ugly sweater contests, and open houses, invariably, conversation turns to the stock market. Perhaps an uncle took a bet in a hot internet stock that paid off and now fancies himself the chief investment advisor in the family. Or maybe your colleague lost a bundle …
