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Market Commentary

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12
Stepping in a New Direction

Last week, the Fed made an "about face" and lowered rates by 0.25% to a lower bound of 2.0%. While this move was fully expected by markets based on the Fed’s advance communications, it might seem to some that the move was not necessary being that the U.S. economy has positive economic growth, historically low unemployment, and solid consumer balance sheets.

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07
Market Update – July 2019

Kicking off the third quarter, U.S. stocks continued their rally with a slight tick upward, while international stocks gave back some of the gains made in the first half of the year.

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03
Are You Misbehaving?

Traditional finance assumes all market participants act as ‘rational economic persons.’ While all of our own decisions are perfectly rational (there’s that overconfidence bias!), we know that many others do not always make rational decisions. Are you misbehaving?

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03
Market Update – June 2019

It was hard to go wrong in June! Every major asset class rose during the month to round out the second quarter. Global stocks rebounded in June, gaining 6.4% - now having risen 16.1% in 2019.

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10
Putting Earnings Season Under a Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows. 

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10
Market Update - May 2019

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. 

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13
Brexit: 3 Years and 3 Rejections Later

The UK vote in June 2016 resulting in the decision to leave the European Union (EU) was historic! However, here we are three years later with uncertainty still surrounding that decision. The UK was originally due to leave the EU on March 29, 2019; however, the withdrawal agreement reached between the EU and the UK has now been rejected three times by UK Members of Parliament. 

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30
Market Update - April 2019

Global stocks rallied 3.3% during April resulting in a 16% year-to-date return. Markets that led with some of the strongest returns during the month were Germany (+7.0%), South Africa (+8.1%), and Sweden (+6.1%). Short- and intermediate-term bonds rose 0.2% for the month. Alternatives generally pulled back during April with the exception of managed futures (+0.5%). 

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15
Index Investing: Too Much of a Good Thing?

The merits of index investing are numerous with low fees, transparent rules, and minimal turnover among the most frequently cited advantages. However, not everyone views the rise of index investing as a good thing, and an increasingly popular debate has been the question of how much indexing is too much. 
 

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12
Market Update – March 2019

Global stocks closed out a strong first quarter with mixed results in March. U.S. large cap stocks led the charge, rising 1.9%, while small caps struggled, down 2.1%. International developed (+0.6%) and emerging markets stocks (+0.8%) were up slightly. 

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