Forecasting Weather of a Different Kind

Predicting the market future is always challenging, but here are highlights of what we’re currently expecting for investors in the year ahead.

01.29.2019 - Giles Marshall, Vice President, Portfolio Manager,

Forecasting Weather of a Different Kind

By Giles D. Marshall

“Prediction is very difficult, especially if it’s about the future” - Niels Bohr, Nobel Laureate in Physics

Despite an ongoing global economic recovery and generally strong earnings growth, 2018 once again caught the investor consensus off guard. The year proved to be one where returns, especially from equities, were much harder to come by than expected. The year’s three dominant themes—rising interest rates and bond yields in North America, trade tensions between the United States and other countries (notably China) and generally adverse political developments in Europe— all weighed on equities.

Full Story


Equity Markets Bounce Back in First Quarter

04.25.2019 Ian Riach, Chief Investment Officer

Not to spoil the party, but amid the sharply positive rebound in equity markets, we’re mindful of the growing tug-of-war between equity and bond investor views.

Equity Markets Bounce Back in First QuarterNEXT POST


A Closer Look at Europe


See their specialized views on the region’s distinct character and ways to capture potential upside performance in 2019.

A Closer Look at EuropePREVIOUS POST