Category: Market Reviews

Following five months of rapid gains for global equity markets, September saw risk assets take a small step back in a highly volatile period of trading

On Wednesday, September 16, 2020, the Federal Reserve convened and announced its intent to keep short-term interest rates, as measured by the “Fed Funds rate,” in the range of 0% to 0.25% for an extended period of time.

Although global economic fundamentals are rapidly improving, stock market momentum has stalled in early-September, as investors grapple with several issues

Although global economic fundamentals are rapidly improving, stock market momentum has stalled in early-September, as investors grapple with several issues.

Gains continue on wave of strong corporate earnings and dovish stance by the Federal Reserve.

Director of Research Ed McIlveen explains why there’s reason to expect additional growth for risk assets, even after recent gains.

Good news regarding a COVID-19 vaccine and the re-opening of the U.S. economy fuels gains.
After a strong second quarter, Director of Research Ed McIlveen summarizes our take on overall asset allocation strategy moving forward.

After a strong second quarter, Director of Research Ed McIlveen summarizes our take on overall asset allocation strategy moving forward.

What should investors consider in today’s environment? Director of Research, Ed McIlveen, shares his thoughts in this market update.

The collision of massive stimulus measures and disinflationary pressures have left investors guessing as to what to expect in terms of inflation. During this market update, Director of Research, Ed McIlveen, outlines what needs to happen for inflation to kick-in.