2016: A Year of Two Halves

2016: A Year of Two Halves

The stock market opened the year in a “risk-off” mode over fears of global growth slowing, falling oil prices, and a U.S. corporate earnings recession. By mid-February equities were down more than 10%. Although markets rebounded through the spring, the negative...
Votes = Volatility

Votes = Volatility

Whether it’s a national election or a Fed vote on interest rates, markets hate uncertainty. Check out what’s been happening over the last quarter and our thoughts on where we go from here. Key themes from the third quarter Low Quality Dominates Brushing aside evidence...