Q4 2019 Commentary

Global Economic Stabilization and Diminishing Trade Headwinds As we wrap up 2019 and move into 2020, both the economic and trade outlooks appear more positive than when the year started. ...

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Perspective

Perspective

The current stock market advance is looking to be in the later stages based upon past market history going back into the 1920s. Above-average valuations are a negative for upside potential in the stock market at this point. Currently, the m...

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Floating Rate Bank Loans

Floating Rate Bank Loans

Floating rate bank loans have proven to be an attractive investment during the recent rise in long-term rates Floating rate bank loans can work as both an interest rate and inflation hedge When the Fed begins to raise short-term rates and t...

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Will a Housing Bubble Burst the Chinese Dream?

Will a Housing Bubble Burst the Chinese Dream?

The latest Chinese property curbs released on March 1st, 2013 are considered to be the strongest of so far. From 1997 to 2012, urban average housing price per square meter increased 193% while disposable income per capita increased 376%. Ch...

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Deteriorating Background Environment

Deteriorating Background Environment

Two of the most important areas to evaluate at this midpoint of the year are raising interest rates and the weakness of global stock markets. Most regions of the world have been impacted by slowing economic growth in emerging markets and Ch...

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Interest Rate Update

Interest Rate Update

While we know that rising interest rates lead to falling bond prices, it may not impact all bond and income-oriented asset classes equally In just a five month time-frame, the performance difference between high-yield corporate bonds and lo...

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