I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key market developments over the 3rd quarter of 2019 and to provide some context for how your investment portfolio may have performed during those past 3 months ending on September 30th.
Read MoreFinally, and happily, spring is here. Global capital markets have rebounded strongly to post mainly positive results for the first quarter of 2019.
Read MoreDear Client,
In contrast to the relative market calm of 2017, volatility returned to equity markets in the first quarter of this year. Most global markets dropped sharply in early February, with some falling into correction territory (a decline of 10% or more). The initial decline was apparently due to market participants’ concern about rising inflation based on strong U.S. economic data.
Read MoreI hope this letter finds you well. As we enter 2018, I would like to take the opportunity to provide you with an overview of financial market results in 2017, and to offer insights into some of the investment themes that may influence your investment portfolio over the coming year.
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