Market Commentary

Timely takes on markets and the economy.

Market Commentary content

What Could Go Right in 2019?
Market Commentary

In recent months, stock market participants have been focusing on downside risks in 2019, but not all risks are to the downside.
2019 Global Market Outlook: Mind The Gap
Market Commentary

Global growth is likely to slow in 2019 as the economic cycle nears a peak. International stocks may continue to see heightened volatility and could enter a bear market if key indicators continue on their current path.
Market Commentary

Economic growth for many of the world’s biggest economies is expected to slow in 2019, yet China appears to be the only one planning on implementing economic stimulus. While a bounce from China’s stimulus is possible, we believe global growth is likely to slow as the economic cycle nears a peak, leaving investors to consider reducing volatility by trimming the more volatile asset classes such as emerging market stocks.
What to Expect in a Bear Market for Global Stocks
Market Commentary

Recent stock market behavior and our belief in heightened risk of a peak in the global economic cycle in the next 6-18 months, makes it a good time to consider what has happened to stocks in a typical recession and bear market.
Are Stocks too Expensive?
Market Commentary

History indicates stocks could have further to run.
Market Commentary

Featured episode: “The Temptation of Now”

How are our choices influenced by how we experience time—both the here and now and the future? In this episode of Choiceology, host Katy Milkman examines the present bias, which has an outsized influence on the decisions we make, and how we can combat it. You’ll also hear from Nobel prize-winning economist Richard Thaler and renowned psychologist Angela Duckworth.

Market Commentary

Featured episode: "Should you diversify differently?"

In this episode of Financial Decoder™, Omar Aguilar joins host Mark Riepe to discuss how cognitive biases might be preventing you from building a truly diversified portfolio—and how you can change that.

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