Investment Management

Late last week, President Trump signed a bill reopening parts of the U.S. government until February 15th and levitating the SP500 back to 2665, or flat with Dec 31, 2017. Since the government has been closed for over a month, most economic data has been delayed. We expect most of the coming data to reflect…

The U.S. is closed today for Martin Luther King Jr Day, but that doesn’t change the fact that we are starting Week 5 of the longest government shutdown ever. The shutdown is causing domestic economic data releases to be delayed, but the rest of the world continues to release slowing economic activity. China’s economy slowed…

FIRST HALF 2019 MARKET OUTLOOK  “Put on the Rally Caps” Written by Chris Perras, CFA, Chief Investment Officer 01.04.2019 Given the sharp rise in stock market volatility to a reading over 35 on the Vix index and subsequent dramatic fall in stocks in the 4th quarter of 2018, we are highly optimistic about stock returns…