News
April 30, 2014
Second Quarter 2014 Newsletter
Investors searching for clarity will find comfort in the fact that positive catalysts driving the global economic recovery should prevail over headline risks as well as seasonal and cyclical headwinds.
January 1, 2014
First Quarter 2014 Newsletter
As equity markets reach record levels, coupled with firmly entrenched fixed income headwinds, investors are rationalizing the improving economic footprint with current valuations.
October 1, 2013
Fourth Quarter 2013 Newsletter
Swift and severe investor reaction to Federal Reserve language regarding “tapering” illuminated the realities of fixed income market risk and the uneven path to interest rate normalization.
September 1, 2013
Third Quarter 2013 Newsletter
Reaching the midpoint of the year presents investors with the opportunity to examine their portfolios against the backdrop of the fluid market and economic environments.
April 1, 2013
Second Quarter 2013 Newsletter
Encouraged by recent stock market gains and pressured by low bond yields, investors in need of higher returns are increasingly acquiescing to the inherent risks of owning stocks. As markets reach new highs, enthusiastic investors appear to be discounting some of the uncertainties associated with modest economic growth, ever-present geopolitical risks, the lingering Eurozone crisis,...