Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
2019 Commentary: Maintaining course in uncertain times
At the end of 2018, we encouraged investors to stay disciplined and stay invested with the reminder that over time, cash is the worst performing asset class. While we weren’t specifically predicting it for 2019, cash returned to its place at the bottom of the return chart for the year.
Market Commentary | July 2015
Increased Potential for Mergers & Acquistions this Year Merger and acquisition (M&A) activity of publicly traded companies has increased significantly in the last year, hitting an eight-year high, according to […]
Market Commentary | Quarter 4 | 2014
Oil Prices Headed in the Right Direction! Since late June 2014, the price of a barrel of oil has declined from $107 down to a low in December of $52 […]
BlackRock to Replace PIMCO in Models
As an update to our announcement earlier this Fall, we have now completed our search of bond fund managers to replace PIMCO Total Return Bond Fund. After interviews with four […]