Quarterly Outlook


The second quarter of 2016 continued a theme seen often since the Great Recession: slow but steady growth in the U.S. amidst downside shocks across the Atlantic.

U.S. economic data continued to oscillate. Markets priced a July Fed hike as roughly a coin flip […]

August 4th, 2016

Quarterly Review: First Quarter 2016

World Equity Quarterly Review


Depending on daily, weekly, monthly or quarterly measures, the first quarter of 2016 exhibited extreme volatility or almost none at all. After large drawdowns in equity and commodity prices, rebounding risk appetite and an improving fundamental outlook caused prices to rally […]

April 15th, 2016