The Rally in 2019 – A Tale of Two Assets So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a “patient” Federal Reserve (Fed) have led to a sharp rally, reversing the losses...Read more
What’s Next for International Stocks?
What’s Next for International Stocks? After outperforming in 2017, international equities have lagged domestic equities significantly in 2018. Many investors are now wondering if they should continue to hang on to international stocks in...Read more
International Stocks – Opportunity or Landmine?
International Stocks – Opportunity or Landmine? International stock markets were the star in 2017 and outperformed the U.S. stock markets. However, 2018 paints a very different picture for international equities. Both developed equity...Read more
The Bull in the China Shop?
The Bull in the China Shop? Synopsis: What is the rationale for the tariffs by the Trump administration? What is the current U.S. trade position? What’s driving the U.S. trade deficits and are we at a disadvantage? Read more here The information...Read more