Late October 2018 Special Market Update

October 26, 2018 Special Market Update   The Current Decline, Market Outlook, and the Weathersto...

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Japan Opens the Floodgates

Japan Opens the Floodgates

Japan will double its monetary base over the next two years in an effort to rid the country of deflation The Japanese Nikkei stock index is up over 40% year-to-date with export companies leading the way Input prices for Japanese companies s...

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State of the Markets

State of the Markets

Domestic stock indexes performed strongly in the first quarter especially when compared to most foreign markets and asset classes Unemployment in the European Union reached 12% in February, a level higher than during the 2007-08 financial c...

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Putting the Record High Close of the Dow Jones in Perspective

Putting the Record High Close of the Dow Jones in Perspective

The last time the Dow surpassed its prior all-time high was in late 2006 and continued to move higher by about 20% Key measures of the economy today compared to 2007 show that the economy is not as vibrant as it was in 2007 The current rall...

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Momentum Models and Emerging Opportunities

Momentum Models and Emerging Opportunities

Current Valuations and Short-term Momentum are Driving Opportunities in European and Emerging Markets A Look at Brazil Valuation Metrics Positioning of Momentum Models In our January market insight, Michael Ball, Lead Portfolio Manager addr...

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The Near-Miss That Was 2012

The Near-Miss That Was 2012

The high-risk macro backdrop for the economy was a primary reason our portfolios were quite conservative as we began the year Many foreign markets are less expensive on a historical valuation basis than the U.S. As we move through 2013, bon...

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