ETFs

    Sep 18, 2018

Market balance: Currency contagion, trade rhetoric, and rate hikes

by: ; Mark Lacuesta, FRM, CAIA, CIPM

The U.S. equity markets posted positive returns during a period where...

    Sep 12, 2018

Midterms and market volatility

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School and Congress are both back in session and while parents may be happy to see their kids heading off to the classroom, investors can’t help but be a little nervous...

    Sep 6, 2018

Back to school with ETFs

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Heading back to school, the “refresher course” is an old standby for teachers (along with “what I did on my summer vacation”). A similar exercise could be useful for...

    Aug 30, 2018

Small caps and trade wars

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Trade wars tend to hit companies in two major ways: 1) with tariffs that impact products, services, and sectors, and 2) through currency relationships, which are often upended...

    Aug 15, 2018

Trade Wars: A Motif in the Market

by: ; Mark Lacuesta, FRM, CAIA, CIPM

Tariffs have become a motif in the market, with Canada imposing $12B in retaliatory tariffs on U.S. industrial metals and agricultural goods while the U.S.’s rhetoric with...

    Jul 31, 2018

The state of commercial real estate

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Cap rates tend to decline – become compressed, as they say in the industry – the longer the real estate cycle goes on, as prices for properties are bid up and returns go down...

    Jul 27, 2018

Currency wars

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A July 21st story on Bloomberg put it this way: “the currency wars have arrived.” Maybe, or maybe not, but clearly currencies are now front and center in the minds of investors...

    Jul 17, 2018

Markets maintain positive movement, with a side of volatility

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This month’s macroeconomic themes focused around tariffs, labor, and the Fed’s stance on rates. Yet, despite the...