Posts Tagged : Valuations

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 […]

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 […]

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 […]

Volatility Is Up. So What?

October 16th, 2014 by

The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. It has been slightly edited. Feel free to share this with anyone you know who is interested in investments. Professional investors know something that most people find impossible to believe: that the threat of scary ups […]

Market and Economic Commentary – October 2014

October 14th, 2014 by

A Tale of Two Economies Recent market data shows the U.S. economy continuing to advance, with improved conditions and new job growth in a wide array of market sectors. However, economic growth overseas continues to lag, and is now likely to get another dose of financial stimulus. These developments have generated capital flows and related […]

Market and Economic Commentary – July 2014

July 25th, 2014 by

update

The Right Track  As expected, returns so far in 2014 for global stock, bond and commodity markets reflect normalized fundamentals, a welcome change from the chronic anticipation of improving conditions that has been the norm for years. Below we assess the primary market drivers and their ability to support future growth.   Recent Performance The […]

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