INSIGHTS

Investment Landscape

1st Quarter Investment Landscape

A variety of important developments occurred in the fourth quarter of 2016. During our 1st quarter Investment Landscape conference call, we discussed: A rosier outlook for U.S. economic growth, as suggested by improving business and consumer confidence Rising inflation and inflation expectations around the globe Impacts of the U.S. presidential election on capital markets, and… More

January 2017

4th Quarter 2016 Investment Landscape

A variety of important developments occurred in the third quarter of 2016. During our 4th quarter Investment Landscape conference call, we discussed : Labor market trends and an increasingly attractive environment for the U.S. consumer The approaching U.S. presidential election, and potential market implications What inflation and bond yields might mean for U.S. equity valuations… More

October 2016