Comments and Observations


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April 2017 Market Commentary 05/01/2017
There was no shortage of volatility-inducing economic and geopolitical events in April.

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March 2017 Market Commentary 04/01/2017
The “Trump Trade” in U.S. equity markets began to slow in March, but its early year strength let investors enjoy strong first quarter returns.

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February 2017 Market Commentary 03/01/2017
U.S. and global equity markets continued the rally that began in November 2016, driven by positive economic surprises and improving expectations for corporate earnings, to end the month substantially higher.

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January 2017 Market Commentary 02/01/2017
Global equity markets generated positive returns in January, particularly in the emerging markets, on continued signs of economic acceleration.

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December 2016 Market Commentary 01/01/2017
The rally in equity markets that began with the U.S. Presidential election continued through December, allowing most markets to finish 2016 higher.

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