Flagship Blog

Emerging Opportunity

June 16th Weekly Market Update The emerging markets (EM) asset class has been especially disappointing for investors in the past few years as measured by the MSCI Emerging Markets Index. However, last week EM pulled ahead of the performance of the S&P 500 Index...

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Who Are the Buyers and Sellers?

June 9th Weekly Market Update We devote this commentary each week to assessing the many reasons markets may rise or fall. But at the heart of it, all markets come down to just one thing: buyers and sellers. Taking a look at who is buying and who is selling can tell us...

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No Debate: Stock and Bond Markets Agree

June 2nd Weekly Market Update Stocks have been moving higher lately, seemingly suggesting that growth is improving; yet at the same time bond yields have been moving lower, implying growth prospects are deteriorating. The big debate between which of these two...

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Capital Spending Check-up

May 27th Weekly Market Update This week, financial markets will digest a series of key reports on the health of the United States’ economy in the second quarter, with reports due out on: -Business capital spending: Durable goods orders and shipments for April, the...

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