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Market Commentary

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07
Who Let the Doves Out?

With global economic and profit growth slowing, central banks around the world have shifted their policies to be accommodative or dovish. 

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07
Market Update - September 2019

The final month of the third quarter was positive for global stocks (+2.1%), which are now up 15.9% year-to-date. Bonds (-0.4%), on the other hand, fell slightly as yields ended the month on a higher note.

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06
What’s with the Negative Bond Yields?

Investors generally think of bonds as safe investments that provide a stream of income. It may surprise some to learn that more than one quarter of all government bonds issued globally are trading with negative yields. In monetary terms, that is more than $15 trillion in government debt with a negative yield in addition to more than $1 trillion in negative yielding corporate debt. 

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06
Market Update – August 2019

The summer months concluded with a weak August for equities while bonds and alternatives were generally positive.

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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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