Despite the many concerning geopolitical headlines of Q1, global equity markets marched upwards, anticipating higher US economic growth driven by the Trump administration’s expansionary fiscal policy. Following their swift spike in the closing quarter of 2016, global bond yields took a step back in Q1, as investors reassessed inflation expectations. As geopolitical headlines dominate the news, we believe:
Scott Guitard, Vice President, Portfolio Manager
MARKET COMMENTARY
04.01.2017 Giles Marshall, Vice President, Portfolio Manager,
Dubbed the “least loved bull market of all time,” Mr. Marshall sizes up how this bull-run compares with its peers and looks at the road ahead.
Sizing Up this Bull MarketNEXT POSTMARKET COMMENTARY
04.01.2017 Giles D. Marshall, Vice President, Portfolio Manager
Interventionist monetary policy worldwide has been a weighty theme since 2008. With central banks now moving in different directions, Mr. Marshall looks at the market implications.
Central Banks Going Separate WaysPREVIOUS POST