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U.S. Election

Impact! U.S. Elections

Impact! U.S. Elections

The U.S. election season is in full swing, and the implications for economic growth prospects and market returns are more elusive and more profound than any market moves in the early days of November may imply. Economic and social policies can improve or undermine our...

A Year of Surprises?

A Year of Surprises?

It seems as if 2016 has had more than its fair share of big surprises, but in retrospect, it is clear that many of these surprises were years in the making. Hindsight is 20/20, but I want to try to change the lens through which we look at a few of the examples this...

U.S. Elections: Now What?

U.S. Elections: Now What?

The November 2016 U.S. elections may go down in history as among the most unconventional, leaving many investors wondering about the investment implications. Longer term, we believe active management’s ability to adjust exposures to specific companies, issuers,...

Poll Results: Biggest Risk of Clinton or Trump Win

Poll Results: Biggest Risk of Clinton or Trump Win

Our blog readers have weighed in on our recent U.S. elections blog poll, and here are the results. 100% of our readers agree with this statement: Geopolitical events, such as the U.S. election, affect market and currency prices. The biggest risk with a Hillary Clinton...

Taking Stock After Brexit

Taking Stock After Brexit

The United Kingdom’s surprise vote to leave the European Union (EU) has cast a shadow of uncertainty on the global economy and financial markets. While global equity markets have rebounded after the surprise referendum reverberated across equity, fixed income, and...

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