In October financial markets sold off broadly with global stocks declining -7.49%, bonds -0.79%, and commodities down -1.97%. The United States, previously a safe-haven from imploding overseas markets, finally capitulated
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In December and January we wrote a market outlook that named 2018 as the “Year of the Bond Market” based upon our view that interest rates would rise more than
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September saw wide dispersion in returns with gains in Japan, S&P 500, U.K. and Developed International stocks up +5.68%, +0.57%, +1.05%, and +0.54% respectively while REITs, Small Caps, Real Estate
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Given the headlines about trade wars and fears of emerging market contagion, we thought it would be a good time to revisit our thoughts on the market and portfolio positioning.
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In the month of August global stocks rose a modest +0.79% but that did not reflect the significant dispersion in regional returns. The S&P 500 Index, powered by U.S. technology
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