Posts Tagged : European Debt

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 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 […]

3rd Quarter 2011 – Market and Economic Commentary

October 27th, 2011 by

Performance overview. Our portfolios earned some nice returns over the past year, but gave back those gains in the third quarter as market volatility reached historically high levels. Our substantial allocation to conservative fixed income assets and a relatively large weight in alternative defensive strategies helped minimize losses and mitigate some of this volatility, but […]

A European Debt Story

August 29th, 2011 by

August 29, 2011 Market Commentary   Just over two weeks ago, the markets were rocked by the Standard & Poors ratings downgrade of longer-term U.S. Treasury securities. The next week, it was back to problems with European debt, followed by a few days of market “recovery” after everyone decided to focus on other news. But, […]

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