by David Cleary, CFA | Jan 2, 2020 | Commentary
No sooner than we had published our optimistic outlook for economies and markets did investors experience a somewhat existential event with Friday’s US missile strike, killing Iranian’s military leader Qasen Soleimani. In as much as this event could catalyze into a...
by David Cleary, CFA | Jan 1, 2020 | Commentary
Despite fears over declining economic growth, a multitude of trade war scares and endless political bickering, 2019 has proven to be a terrific year for investors as the US stock market posted its highest returns since 2013. And it wasn’t just US equities; bonds,...
by David Cleary, CFA | Oct 5, 2019 | Commentary
Taking its cue from the previous three months, markets again proved to be increasingly volatile for investors over the course of the most recent quarter. Market returns were mixed over the entire three-month period but, in general, risk off assets outperformed. Most...
by David Cleary, CFA | Oct 1, 2019 | Commentary
Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the past ten years has been the sharp decline in government bond interest rates to...
by David Cleary, CFA | Jul 1, 2019 | Commentary
The resiliency of the US equity market again was evident in the second quarter of 2019. The trade concerns of May faded quickly and the market rallied as the Federal Reserve and the European Central Bank both indicated easier monetary policy may be forthcoming. For...
