Posts Tagged : Interest Rates

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 — 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 […]

Market and Economic Commentary — April 2015

April 21st, 2015 by

A New Market Environment In this Issue: ✓First Quarter 2015 Recap Overseas stocks dramatically outperformed U.S. stocks in the first quarter. The primary cause is the European Central Bank (“ECB”) finally starting their “quantitative easing” program and the resulting economic stimulus. The U.S. economy is still in good shape, even as we start on our […]

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 […]

The Fed Postpones Tapering

September 23rd, 2013 by

In our recent blog post “Up…Up…and Away: Protecting Portfolios as Interest Rates Rise” we stated, “It is anticipated that the Federal Reserve … will begin tapering their purchases of longer-term Treasury bonds as early as this month.” We were therefore mildly surprised that the Fed decided not to begin tapering just yet. But the Fed […]

Up…Up… and Away…

September 10th, 2013 by

Protecting Portfolios As Interest Rates Rise As interest rates on longer-term Treasury bonds continue to increase, many investors don’t know what to do or how to re-align their portfolios. Below we review the issues, and what to do now. Why Rates are rising Bonds have long been an important and significant part of most investor’s […]

The End of Zero Interest Rates? What to Expect.

June 11th, 2013 by

When will the Federal Reserve (“the Fed”) begin to raise interest rates? This question remains at the epicenter of the investment world, especially since it has been the Fed‘s low interest rate policy that has kept the economy stable and assets appreciating. Below we discuss when the stimulus could unwind, and the associated consequences and […]

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