Weekly Market Commentary – October 29, 2018

The Markets Why did the stock market fall when the economy is doing well? The answer is that one reflects the past and the other anticipates the future. Last Friday’s advance estimate from the Bureau of Economic Analysis showed the U.S. economy grew 3.5 percent...

Third Quarter 2018 In Review | Market Insight Quarterly

Stocks, Rates Rise As Economic Growth Boosts Risk Appetite U.S. economy posts fastest growth since 2014. Gross domestic product (GDP) grew 4.2% in the second quarter, its strongest growth since the third quarter of 2014. The increase in GDP was fueled by a pickup in...

Weekly Market Commentary – October 22, 2018

The Markets The world remains full of opportunities and challenges. Although we’ve seen global markets moving in tandem in recent years, Sara Potter of FactSet pointed out, “…we’re starting to see the end of the synchronized global growth that has...

Portfolio Compass | October 17, 2018

Compass Changes Downgrading view of small and mid cap growth from neutral/positive to neutral. Our Communication Services view is neutral, compared with prior telecom view of negative/neutral. Upgrading our view of investment-grade corporates from neutral to...

Weekly Market Commentary – October 15, 2018

The Markets Like an unexpected gust of wind that blows the hat off your head or flips your umbrella inside out, last week’s stock market performance startled investors. Looking back, it’s easy to identify some of the factors that may have contributed to investors’...