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Macro Commentary

Q4 Macro Commentary

January 10, 2017 by Van Hulzen Asset Management

Radical Uncertainty: In this quarter’s commentary, we offer our perspectives on how investors should approach the high level of uncertainty currently facing the markets. We highlight the many factors likely to influence markets over the near-term and discuss prudent strategies to tackle these issues.

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Filed Under: Macro Commentary

Q3 Macro Commentary

October 10, 2016 by Van Hulzen Asset Management

Full Employment Economy Changes Little: In this quarter’s commentary, we discuss that while most Federal Reserve officials agree that the economy is approaching full employment, what they can’t agree on is what should happen next. Economic growth and inflation remain stubbornly low, so the path forward for the Fed will be challenging.

Download Q3 2016 commentary

Filed Under: Macro Commentary

Q2 2016 Macro Commentary

July 8, 2016 by Van Hulzen Asset Management

Rate Hikes prove Challenging: In this quarter’s commentary, we discuss the Federal Reserve’s interest rate policies and why they have remained sidelined in 2016 when most market watchers had predicted rising rates this year.

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Filed Under: Macro Commentary

Q1 2016 Macro Commentary

April 17, 2016 by Van Hulzen Asset Management

Lower for Longer: In this quarters commentary we discuss the current economic environment and the likely path of future monetary policy.

Download Q1 2016 commentary

Filed Under: Macro Commentary

Q4 2015 Macro Commentary

January 15, 2016 by Van Hulzen Asset Management

Outlook 2016: In this 2016 Outlook we take a look back at 2015 and talk about the two major forces that had significant pressure on stock and bond prices in 2015.

Download Q4 2015 commentary

Filed Under: Macro Commentary

Q3 2015 Macro Commentary

October 14, 2015 by Van Hulzen Asset Management

In this quarters commentary we discuss the headwinds facing global markets.

Download Q3 2015 commentary

Filed Under: Macro Commentary

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