After several years of relatively smooth sailing in equity markets, the third quarter hit investors with a full-blown correction. In our August letter to you, we […]
Following a modestly positive first quarter for stocks and bonds, major asset classes stumbled in the second quarter due to turmoil overseas. The month of June […]
With a snowy New England winter finally transitioning to spring, global financial markets are also going through a period of change and transformation. While equity and […]
After underperforming most asset classes in 2014, international equities led the way in the first quarter of 2015, up close to 5% for the period, and […]
With 2014 representing the sixth year of the economic recovery, U.S. stock and bond markets pushed higher despite sluggish global GDP growth and increasing concerns about […]
After approximately 1,000 days of mostly unabated market appreciation, we are now experiencing a long overdue correction across many asset classes. This should not come as […]
With the summer behind us, and second quarter earnings results revealed, investors find themselves with satisfying returns in both the equity and fixed income asset classes […]
An important investment theme in the third quarter was the variation in returns across asset classes. Large cap U.S. equities managed a small positive return in […]
Investors have enjoyed yet another profitable period in both global equity and fixed income markets during the first half of 2014. Key drivers of the U.S. […]