Posts Tagged : European Central Bank

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 […]

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 […]

Market and Economic Commentary — July 2015

July 17th, 2015 by

Stay The Course Summary This market has been beset by one event after another, with various cross-currents muting recent performance. However, the uneven and often frustrating global economy continues to slowly evolve and grow, and should eventually lead to progress for patient investors. Our outlooks for the second half of 2015 remains constructive, as we […]

Greece… Greece… and more Greece…!

June 19th, 2015 by

So, what if Greece actually defaults on its debt? And, what if we do see a “Grexit” from the European Union (“the EU”)? What if it is forcibly removed from the EU? Financial troubles in Greece are very serious and certainly point to the possibility of these actions. In this article we provide our most […]

What’s Going On With My Portfolio?

January 28th, 2015 by

We understand that you are likely to be disappointed with your portfolio returns for 2014.  In this piece, I’ll review the very real global problems causing this lackluster performance, and the actions we have taken and continue to take to mitigate these effects, while protecting your portfolio from the expected challenges of the current global […]

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 – 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 […]

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. […]

Market and Economic Commentary 4-2012

April 24th, 2012 by

The major global stock market indices had a terrific first quarter, one of the best in a long time, as global risks appear to be abating. It’s a stark contrast to last year’s market, when bonds were the place to be rather than equities. Below we review performance, the major economic drivers, and our outlook […]

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