U.S. equities recently experienced a sharp three-day sell-off as the market digested the potential for short-term disruptions to economic growth…
The third quarter saw mixed results for financial markets. Economic fundamentals generally remain strong but signs of deterioration are starting to emerge. Unemployment currently hovers around 3.5%, and inflation is near the Fed’s target of 2%. However, 3Q GDP growth was under 2% (though the 1.9% figure exceeded the 1.7% estimate), and the PMI index has been below 50 since August (a reading under 50 is indicative of contraction in the manufacturing sector). Overall, the most important global trends we see are the following:
The impact of these shifting dynamics is explored further in this newsletter as we review third quarter performance and expectations going forward for each of the major asset classes.
Over the last month, the world has been gripped by fears of the coronavirus and its eventual toll on the…
With 2020 underway, sustainable investing continues to be a trending topic, although the concept of incorporating environmental, social, and governance…
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