Category: Markets

2019 Outlook: Navigating the Late-Stage Phase of the Economic Cycle

Posted on January 15, 2019 in Economy, Markets

In many ways, 2018 signaled that we are likely in the final stages of a unique and largely uninterrupted recovery from the global financial crisis of 2008. As we predicted in this space one year ago, the low volatility of the preceding year was followed by dramatic swings in asset prices throughout 2018, and despite the economic expansion reaching near-record levels, the year closed without a single risk asset class producing positive returns for the calendar year as concerns about the future rose.

Read more: NFT 2019 OutlookDownload

Key Themes Driving this Correction

Posted on December 10, 2018 in Economy, Markets

In our latest client communication, we analyze the overarching themes that have sparked the most recent sell-off in equities.

Market Insights – 120718Download

Thoughts on the October Pullback

Posted on October 12, 2018 in Economy, Markets, Stocks

Some context and perspective on the somewhat normal, albeit swift, pullback in U.S. equities.

NFT Market Insights - 101118

2018 Mid-Year Update

Posted on August 1, 2018 in Economy, Markets

In this Mid-Year Update, we hope to highlight developments in global economies and markets that have either reinforced our thinking or given us reason to shift course. Please click below:

2018 Mid-Year Update

The 351st-Worst Day in Stock Market History

Posted on February 4, 2018 in Markets, News, Stocks

Some insights on the market activity of Friday, February 2. While the headlines may be loud, it is important to provide some much-needed context for the noise and hone in on the signal, which is quite normal and generally positive.

Click here for our Market Insights