facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Market Commentary & Insights


Commentary Investment Note

As of this past July the current US economic expansion is now the longest since World War II. And while there is little evidence to suggest it is over, we do need to consider that it is closer to its end. Let's be clear, recessions are difficult to predict. But then again, in the context of asset allocation it isn't as black or white as whether we are in a recession or not. There are multiple shades of grey. And we may want to consider how to position during the transition from one to the other.

Read More
%POST_TITLE% Thumbnail

Market Update: Q3 2019

Global equity markets had modest returns in the third quarter after a stellar first half of the year. Markets traded sideways due to 3 main factors--a slowing global economy, which affected company earnings, rising geopolitical tensions in the Middle East, and ongoing trade tensions between the United States and China, which affected global trade volumes.

Read More

MARKET COMMENTARY – 1ST QUARTER 2019

(April 2019) What a difference three months make After a near bear market in the final three months of 2018, we have experienced a sharp reversal in global equities during the first quarter of 2019. The stage seems to be set for this year’s rally, with hints to a resolution in the U.S. and Chinese trade...

Read More

MARKET COMMENTARY – 4TH QUARTER 2018

(Jan 2019) It was a challenging year for market returns and global economic growth. 2018 was the weakest year for global markets since the great financial crisis in 2008. Markets were dragged down substantially in the final three months of the year due to higher interest rates, a slowing global economy, U.S. government shutdown and...

Read More