Category: Market commentary

November market commentary

Published by <p>Our Chief Investment Officer, Eugene Yashin, examines major themes in global markets including regime change that is encouraging for value investors.</p>

October market commentary

Published by <p>Post summer spending causes plateau in sales. Read up on key notes from the Federal Reserve’s policy meeting and why global expansion is stuck.</p>

September 2019 market commentary

Published by <p>Rise in trade war with further tariffs from China followed by further counter measures and additional tariffs from President Trump weakens equity markets.</p>

August 2019 market commentary

Published by <p>Stock investors benefit from low yield environment. Eugene offers thoughts on the economy, earnings, and interest rates, and how it all affects investors.</p>

2019 mid-year insights

Published by <p>Is stock market really complacent? Eugene Yashin reviews the economy and markets, including a range of long-term opportunities for investors.</p>

Trade tensions create uncertainty

Published by <p>After 2019’s strong start, stock markets stepped back as trade tensions between the US and China escalated. Investors are encouraged to expect volatility.</p>

Markets continue to charge ahead

Published by <p>Markets indicate major improvement from Q4 of 2018 along with stronger-than-expected activity readings raising the global GDP growth estimates.</p>

Stocks have recovered in 2019

Published by <p>The nation’s economic locomotive slowed down in the first quarter. Growth in employment, industrial production and business fixed investment hardly advance.</p>

Markets continue to rise in 2019

Published by <p>Chief Investment Officer, Eugene Yashin’s latest market review features the rebound in fundamentally sound stocks and areas of opportunity for investors.</p>