Tag Archive: insights

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>

Political noise and investing

Published by <p>The media flurry around the elections received a boost from impeachment talk. How will the complexities that follow major political events impact markets?</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>