Investment Insights

Latest Investment Insight - 05/22/15

A Macro View - Japan’s GDP Surprise​​​

Japan’s first quarter real Gross Domestic Product (GDP) growth was estimated at 0.6% Wednesday, and unexpectedly beat economists’ forecasts. On the surface, this week’s reading is...

Latest Investment Insight - 09/24/14

When it Comes to Interest Rates, Who Says What Comes Down Must Go Up?

We are, at long last, nearing the end of one of the great central banking experiments: the U.S. Federal Reserve’s policy of quantitative easing, which began in the wake of the financial crisis of 2008-2009. While the unwinding of the monthly purchases of billions of dollars of mortgage-backed securities and other bonds has been going on for many months, markets are now increasingly attuned to what comes next. And the primary question is quite simple: will interest rates rise and if so, by how much and when?


The World is in Crisis...the Markets are not

Markets have been gyrating for the past months in the face of a wave of geopolitical crises. But the chance of any of these crises dramatically altering the behavior of markets beyond the short-term is very, very slight.


Despite some unsettling events both domestically and abroad, the first half of 2014 resulted in relatively calm markets and extraordinarily low volatility. Will the markets close out the year quietly or strike back with a major correction? Should portfolios remain positioned for uncertainty and risk?