Looking Ahead – Q4 2018

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

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Sector Spotlight: Investing for the Cycle

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

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Economic Update – Q3 2018

The U.S. economy remains strong, and there is evidence that the full benefit of last year’s corporate tax cut has not yet been felt. Indications are for continued economic growth in the back half of the year, but a strong U.S. dollar could be a headwind for certain parts of the economy.

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Looking Ahead – Q3 2018

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

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Sector Spotlight: Inversion Aversion

As market strategists and pundits attempt to predict the end of this economic cycle, a commonly mentioned indicator is the term spread of U.S. Treasuries – or the difference between short-term yields and long-term yields.

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Tax Reform is Law. What’s Next for Congress?

Now that Congress has passed the Tax Cuts and Jobs Act, what’s next on the legislative agenda? Washington policy expert Doug Fisher weighs in on what we can expect depending on the results of upcoming mid-term elections.

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Economic Update – Q2 2018

As the second longest economic expansion on record in the United States entered another year, questions around potential catalysts for greater gains arose. With economic data still solid, and the effects of the corporate tax cut not yet fully felt, the case for equities remains intact.

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Looking Ahead - Q2 2018

A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.

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Sector Spotlight: After tame 2017, volatility ratchets up

If there is one thing that all investors can agree on from the first quarter of 2018, it is that volatility in the markets is most certainly back. But what does that mean, and why is it such a critical data point for market participants?

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