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 →
The past few days have seen much turmoil in both the political arena and the global stock markets. Politicians in both the United States and Europe are being forced to... read more →
To date this year, equity market performance in North America has been decidedly lackluster. During the first half of 2011, the TSX in Canada was essentially flat, while the S&P... read more →
The recovery in the North American equity markets, which began two years ago in March 2009, continued to advance through the first quarter of 2011. Despite unfolding political turmoil in... read more →