Market Summary

October 20, 2016

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Global economic growth is boringly slow, but it is still growth.  Pessimists point out that the last few years have been the slowest economic recovery in seven decades, and that the average household in the U.S. has less income after...
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December 24, 2015

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This Year In Review And The Year Ahead 2015 was a year of divergences.  Developed markets outperformed developing markets, services outperformed manufacturing, and commodity-related companies and economies underperforming everything else. Broader indices often served to conceal these divergences, with some...
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December 11, 2015

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Market Summary As we survey the investment horizon for 2016 the picture that we see is not highly attractive. Economic and Financial Fundamentals: Slightly Positive On a fundamental basis, the world is growing at a modest rate, and the return...
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