What a difference a few months makes. Following a volatile end to 2018, all major equity markets advanced in the first quarter.
Q4/2018 Commentary
2019-01-04, Joe Jugovic
Global stock markets plunged in the final quarter of the year, resulting in double digit annual losses for equity investors worldwide.
MORE >
Q3/2018 Commentary
2018-10-12, Joe Jugovic
Global markets struggled this quarter, but the U.S. bucked the trend, and posted its largest quarterly gain in nearly five years.
MORE >
Risk Taking, Past Cycles … And A Silver lining
2018-07-06, Joe Jugovic
Perversely, investors’ propensity to take on risk seems to increase the longer a cycle lasts and the higher past returns have been.
MORE >
Markets In Transition
2018-04-06, Joe Jugovic
Despite all the optimism about improving global economic conditions, we think we’re transitioning to more challenging times.
MORE >
A Nearly Perfect Combination
2018-01-05, Joe Jugovic
This is the first time since 2010 that we have seen synchronized expansion and it seems reasonable to expect it to continue.