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Weekly Market Commentary 06/24/2016
The surprising Brexit vote took center stage this week, roiling financial markets both here and abroad. In the days leading up to the vote, U.S. stocks rallied. . . .
Brexit Vote Commentary June 2016
The UK’s shocking and close decision to leave the European Union (EU), the second largest trading block in the world, after 23 years will create significant. . . .
Weekly Market Commentary 06/17/2016
Despite a heavy calendar of new data during the past week, all eyes were on the Federal Reserve’s policy-setting meeting and the post-meeting press briefing by Chair. . . .
Tactical ETF Portfolio Shift Commentary 06/17/2016
On the fixed income side of the allocation, we have increased our CMBS allocation, drawing from agency MBS. We continue to favor securitized sectors overall in. . . .
Asset Allocation Perspectives Video June 2016
While recession fears from Q1 have faded some, the overall growth picture remains sub-par. Macro risks remain high, as evidenced by recent US job data, and. . . .
Weekly Market Commentary 06/10/2016
As is customary following the all-important monthly jobs report, the data calendar turns skimpy for a week or so. The dearth of new information, of course, simply. . . .