The Markets

    Aug 14, 2018

Climbing the wall of worry: Mid-year optimism


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

    Aug 13, 2018

Turkey’s currency cooked?


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?


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

    Aug 3, 2018

Goldilocks jobs

by: ; Lauren Goodwin, CFA

The labor market continues to strengthen as unemployment maintains its downward trend. Even with gradual growth in the labor force, the July jobs report reflects what we would...

    Jul 31, 2018

The state of commercial real estate


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

Strong economic growth in the second quarter


The U.S. economy showed solid growth in the second quarter, as Gross Domestic Product (GDP) was up 4.1%...

    Jul 24, 2018

Can trade risks keep the small cap train on the tracks?


One major impact of ongoing concerns about trade is the fear it invokes among investors. For instance, to what degree...

    Jul 24, 2018

How to determine the tipping point of trade war impact


We recently published a blog post covering our view on trade. Since then, the news cycle has continued down...