Search
Newsclips
Economic Data and Monetary Policy Rule the Roost, Not Trade
December 3, 2018
Do not become overly wrapped up in short-term reactions produced by trade policy headlines. Slowing global economic data changes and heightened monetary policy uncertainty continue to rule the roost.
Newsclips
Is China’s Core Competency at Risk in the Trade War?
December 3, 2018
Scott Galloway recently offered his thoughts that China's core competency may be at risk due to the trade war.
Newsclips
Canada Cuts Oil Output, Pressure Rises on Bank of Canada
December 3, 2018
The government of Alberta blinked as the collapse in oil prices continued to weigh on the local economy. Measures to cut production and boost takeaway capacity in the region took prices off their lows. The Bank of Canada will be pressed to maintain its hawkish stance.
Monthly Reports
Monthly Fund Flows – Detailing Active and Passive Flows
December 3, 2018
Fund flows through October 2018.
Newsclips
Total Return Review – A Look at Stock & Bond Total Returns Through November 2018
December 3, 2018
A look at stock and bond total returns through November 2018.
Newsclips
What We’re Reading
December 3, 2018
Today's topics include Clarida's comments on financial stability, murkier Fed guidance, U.S. vs. world stocks, volatility not helping hedge funds, the worst credit returns since 2008, how oil prices affect the U.S. economy, dollar debt sales, Qatar quits OPEC and the leveraged loan market.
Newsclips
Cartoons
December 3, 2018
Newsclips
Investors Too Quickly Turn Pessimistic on Inflation
November 30, 2018
U.S. core inflation is rolling over and Fed officials are no longer in agreement, but we do not yet see a dramatic global slowdown persisting.
Newsclips
Healthcare Keeps on Ticking
November 30, 2018
The healthcare rally just keeps on ticking. Investors continue to add exposure and industries like healthcare facilities are now at new highs for 2018. The balance between potential risk-on conditions and concerns over rising global rates will be critical going forward.
Newsclips
What We’re Reading
November 30, 2018
Today's topics include Trump vs. the Fed, the G20 meeting, crude oil, the FOMC minutes, Brexit and the leveraged loan market.