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Vital Signs

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z - Cover Image: Vital Signs - 3Q17 - Letting it Ride?
Q3 2017: Letting it Ride?

Being complacent is easy nowadays. With barely a ripple of market volatility lately, many investors have let their portfolios grow organically, perhaps to ride the momentum or avoid the tax hit of selling appreciated winners. As equities and other riskier assets have sharply outperformed, many portfolios have seen these investments eclipse safer harbors. Is it time to take a fresh look to see if your portfolio is balanced appropriately?

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z - Cover Image: Q2 2017: Cycling Through
Q2 2017: Cycling Through

The rally continues. In the first half of 2017, global markets extended their long streak of solid gains with limited volatility. Beneath the headline gains, however, market leadership changed periodically.

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Q1 2017: Smooth Sailing, For Now

In Q1 the market experienced the longest streak of low volatility in over 30 years. An important question to ask ourselves now: What do we need to own in our portfolios that can provide diversification when volatility strikes again?

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Assets in Wonderland: 2016 in Perspective

Market insights on the performance of capital markets in Q4 and full-year 2016. From its March 2009 bottom through the end of 2016, the S&P 500 gained 291%. However, most investors did not capture such massive returns.

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Q3 2016: Walls of Worry

In Q3, global stock and bond markets steadily climbed “walls of worry.” We like higher asset prices, but market correlations have also increased sharply, making true diversification harder to achieve.

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Q2 2016: Lurching Forward

Equity markets have been following the path of one step back, two steps forward. Sharp market declines have been followed by quick recoveries.

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Q1 2016: Happy Birthday?

The S&P 500 may be "celebrating" the 7th year of a bull run, but it hasn't been the happiest of times for many asset classes. What's an investor to do?

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