Overview Since the beginning of 2012, we have maintained a positive view for the equity market. In our view, the economy has been “good enough” to generate modest earnings growth. In a low interest rate environment, with an accommodative Fed, we felt this should result in a good market environment for investors, which it most [...]
In our Q1 Market Outlook we outlined a detailed thesis for periods of potential weakness in the markets which ultimately should remain locked in a trading range for some period of time. The first quarter certainly delivered that exact environment. Almost immediately at the start of the year the market plunged on the heels of [...]
Since early 2012 our views for the equity market and US economy have been largely positive. Our economic outlook has consistently been that while the recovery has been underwhelming, it has been “good enough”. We have highlighted that the Fed has been our friend with a very accommodative monetary policy. Additionally, after the bear market [...]