Category: Market commentary

Coronavirus fears impact markets

Published by <p>Coronavirus concerns hit markets, Steve Tuttle reviews why fears may be overblown, and could lead to opportunity to enhance returns for long-term investors.</p>

February market commentary

Published by <p>US economy holds a healthy stance with decline in jobless claims and increases in housing start. Stock market performances exceed expectations.</p>

January market commentary

Published by <p>US economy finishes strong as 2019 ends with record high stock markets. Political uncertainties diminish worldwide leading confident global growth in 2020.</p>

December market commentary

Published by <p>Read several reasons why the US economy is expected to accelerate in 2020 as well as corporate earnings. Global GDP growth continues at a sub-par slow pace.</p>

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>