The Markets

    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

How to invest in the surge in CapEx

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Capital Expenditures (CapEx) are up significantly in 2018. Meaning that companies are using free cash flows to upgrade productive capital. As we have described before...

    Aug 23, 2018

Three reminders about earnings

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The S&P 500 and Russell 2000 recorded new intraday highs on Tuesday, and U.S. equity markets claimed their spot for the longest-ever bull-market run in history...

    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...

    Aug 14, 2018

Climbing the wall of worry: Mid-year optimism

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Summer has been heating up the news cycle. Trade headlines dominate; midterm elections are impending...

    Aug 13, 2018

Turkey’s currency cooked?

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Recent troubles in select emerging and developed countries were exacerbated late last week by a slew of sanctions targeted at Turkey, Iran, and Russia alongside fears of...

    Aug 8, 2018

Equity prices are heating up. Is there still room to run?

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Last week, value stocks outperformed, relative to growth strategies, and exhibited the strongest positive...