Asset Allocation… Uncertainties Present Opportunities for Long-Term Investors 29 Jul 2016 Macro Update On U.S. The solid employment growth continues to support consumer spending. Inflation pressures are rising. On the other hand, the weakness in commodities has led U.S. energy and…
Asset Allocation… Market Weekly Recap 14 Jul 201614 Jul 2016 Economic Update Growth. Largely driven by less weakness in net exports and nonresidential fixed income, growth is expanding. Sub-trend growth and inflation are what markets will be pricing in over…
Global Macro… Market Commentary First Half 2016 1 Jul 20165 Jul 2016 Global Market Commentary This has been an exciting year for investors, but in a bad way. First, we had the recession scare in January following the second Chinese currency depreciation…