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Quarterly Commentaries

Easing Off the Gas, Not Slamming the Brakes – Q2 2019 Commentary

Our outlook for the U.S. remains positive. However, slowing growth, progress already made this economic cycle, and a partially-inverted yield curve demand close attention. As this expansion continues to mature, we believe a mix of economically-sensitive and defensive exposures is appropriate for the environment ahead.

Late in the Game, But Not Down to the Buzzer – Q1 2019

Strong equity returns in Q1 were largely a continuation of 2018’s volatility, but moderate economic growth should also continue. We see sector selectivity as increasingly important given this late-cycle backdrop.
The information contained within each report was current at the time the report was created and may change over time.