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Market Insights

Market Resiliency in Brexit’s Wake

Market Resiliency in Brexit’s Wake

The equity market showed surprising resiliency in the third quarter, even in the face of unexpected political changes. Case in point: The UK’s unexpected...
Finding Opportunity in Turbulence

Finding Opportunity in Turbulence

Turbulence isn't normally something people think of favorably. But in our area, value equities, turbulence gives us opportunities that wouldn't otherwise exist. Take Brexit, for...
Fed Rate Outlook

December Rate Hike Expectations Unchanged in the Wake of Trump Victory

Donald Trump’s presidential victory upended the status quo, unleashing a host of new U.S. global policy-related questions on top of the macroeconomic challenges already...

Decision 2016: Uncertainty and Long-Term Implications

Donald Trump’s election is the latest in a string of events showing popular discontent with current global political and economic models. We’ve seen this...
Election Decision 2016: Stay the Course

U.S. Election Results Roil Global Markets

As of U.S. market open. Donald Trump’s surprising U.S. presidential election win has disrupted global markets. In an unlikely outcome, Republican Donald Trump is the...
A Risk on Market

Post-Brexit: A “Risk-On” Market

The presidential election and the potential rate hike by the Federal Reserve are two hot topics right now. They will most certainly affect the...
The Major Drivers to 2016's Returns

The Major Drivers to 2016’s Returns

"Much ado about nothing" might best describe Brexit's impact to the market. Pundits expected and predicted major shock waves, but that never materialized —and...
Global Bond Outlook: Post-Brexit and Pre-U.S. Election

Global Bond Outlook: Post-Brexit and Pre-U.S. Election

When looking at events that took place during the third quarter of this year, it's not a question of what happened. It's a question...
Turkey: Markets react after coup attempt, but uncertainty remains

Turkey: Markets React After Coup Attempt, Uncertainty Remains

In the aftermath of the unsuccessful coup attempt in Turkey last weekend, we would like to relate our insights on the current situation and...
Brexit - Leave

Our Views on the Brexit Vote

Voters in the United Kingdom (U.K.) have chosen to leave the European Union (EU). We believe this “Brexit” decision will have profound effects on...

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