A year ago, we wrote the following outlook: “We are in the fifth year of a steady stock market recovery from the dramatic downturn of 2008-2009… In 2013, we expect... read more →
It has been five years since the beginning of a freeze in credit markets which led to a global financial markets “meltdown” and the start of the “Great Recession”. Since... read more →
As we enter the summer months, we are once again confronted with volatility in global equity markets. In recent times, market concerns have been macro-economically driven and this time is... read more →
Earlier this year, we provided an outlook for global equity markets. For the world’s largest and most important economy – the United States – we forecast that its economy would... read more →
Despite the pervasively negative sentiment expressed in the financial news media, stock markets around the world produced positive returns in 2012. The best performing market region was where the news... read more →
Following the “great recession” of 2008 – 2009, the United States economy has slowly but steadily recovered. Much of this has been propelled by the deft management of quantitative easing... read more →
Global equity markets continued to be volatile during the second quarter of 2012. Two distinct economic phenomena - the ongoing fiscal crisis gripping the weakest members of the European Union... read more →
Since the end of World War II, the United States had become increasingly dependent on international supplies of crude oil to fuel its growing economy and its burgeoning modern lifestyle.... read more →
One of the most enjoyable aspects of managing money is researching which companies merit inclusion in client portfolios. To this end, we recently attended the 3M Investor Day in New... read more →
“The Emperor fiddles while Rome burns” is an apt description of the current situation in Europe. The lack of political will to deal with Greece’s sovereign debt problems in an... read more →