Posts Tagged : China

VIDEO: Watch Inside the Investment Committee 2016

March 28th, 2016 by

We are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event held in Columbia, Maryland.  This event gave attendees an inside look at the thoughts, views, and strategies of our investment team.  Many of you attended our sister presentation in Miami, and we would be excited to […]

A Peek At The Market

January 20th, 2016 by

While 2015 had its share of volatility and ended with virtually no gains in stocks, 2016 sprinted to the downside with volatile global markets, a bifurcated U.S. economy, and the first rate hike in a decade. As we outlined in October, the global economy is slowing and the issues in China and emerging markets are […]

Market Review Fall 2015

October 20th, 2015 by

The third quarter came in like a lamb and went out like a lion, as the return of volatility hit risk assets hard across the globe. As in previous quarters, emerging market stocks and commodities suffered double digit declines as markets continue to deal with the end of the commodity super-cycle and the mix of […]

Getting a Little Defensive

August 25th, 2015 by

Last week our domestic stock market finally gave in to the weight of investor worries. As we discuss in this update, we believe the market action the last few days warrants a reduction of risk in our portfolios, given the age of this bull market and the range of possible paths the global economy can […]

Market and Economic Commentary — January 2015

January 21st, 2015 by

The Global Expansion That Wasn’t In this Issue: 2014 In Review – If there is one thing investors will remember about 2014, it will likely be the unexpected collapse in oil prices in the second half of the year. At least that gave everyone a little extra spending money during the holidays. While the decline […]

Market and Economic Commentary – July, 2013

July 19th, 2013 by

At the mid-year mark, the US domestic stock market performance easily leads that of all other asset classes, reflecting the un-even global economic landscape. Bond values and interest rate policy lead the discussion about what is to come, and the lack of consensus has resulted in new market volatility. Below, we review the basis for […]

Market and Economic Commentary – April, 2013

April 22nd, 2013 by

Global equity markets rose in the first quarter, while bond and commodity markets were mostly flat. This performance was a product of many factors, some of which we don’t expect to continue. Below are our thoughts on the first three months of the year and our expectations for the rest of 2013.   Market Review […]

Market and Economic Commentary 10-2012

October 16th, 2012 by

Last summer was one of the best in a long time for investors, with global stock markets up double digits and bond and alternative markets also contributing to portfolio gains. What caused such a move during what is typically a slow period, and is it sustainable? Below we discuss what is going on, and what […]

Medals Per Million — Are We Really the Best?

August 16th, 2012 by

By now, you’ve seen the final medal count at the London Olympics, and no doubt felt a stirring of national pride. American athletes took home 104 total gold, silver and bronze medals, comfortably ahead of China (87), Russia (82), Great Britain (65), Germany (44), Japan (38), Australia (35), France (34), South Korea (28) and Italy […]

Market and Economic Commentary 7-2012

July 19th, 2012 by

Two steps forward… one step back. The first two quarters of the year were virtual polar opposites, with the 2nd Quarter erasing some gains, leaving stocks about flat for the year, and concerning many investors about the possibility of another summer correction. While uncertainty reigns, we have sifted the data and found some interesting trends. […]

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