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