Capital Markets Outlook

Is the China Rally Real?

Is the China Rally Real?

by John Lin
The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.

Capital Markets Outlook, Emerging Markets, Equities


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Top Five Questions on Your Mind
Value Equities: Is the Long, Dark Winter Ending?
Populism Is Alive and Well: What’s the Big-Picture Impact?
What a Difference a Year Makes
What will drive the markets in 2019?

What will drive the markets in 2019?

by Matthew D. Palazzolo
2018 started with the continuance of a 14-month market uptrend and extreme calm. Now with just a few days left in the year, we’ve seen a change: there’s been a resurgence in volatility and a market sell-off of almost 20% since the S&P 500 hit an all-time high in mid-September.* As we think ahead to 2019, we consider the factors that will influence the financial markets and answer questions on the minds of many investors.

Capital Markets Outlook, Wealth Planning


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Is October a Canary in the Coal Mine?
Answers to the Top Five Questions on Your Mind
Checking in on Our 2018 Surprises

Checking in on Our 2018 Surprises

by Matthew D. Palazzolo
Identifying market surprises is an important element of our investment process. The goal is always to understand not only what the market believes, but also where an outcome could be counter to that belief and how the market may react. At the beginning of this year, we discussed 2018 SURPRISES WE WOULDN’T BE SURPRISED BY. Now that we have half of the year behind us, we lay out the five surprises we identified and where they stand today.

Capital Markets Outlook, Equities, Wealth Planning


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What To Make Of The Movement In Interest Rates
Anatomy of Returns
Risk Finally Returns
The Aftereffects of Tax Cuts on Munis

The Aftereffects of Tax Cuts on Munis

by Matthew D. Palazzolo
The municipal bond market was a bit schizophrenic as the debate over the tax bill reached the final stages late last year. While several proposals could have considerably changed the market, the most negative, fortunately, were not enacted. But those that were could alter the muni market. How will they impact muni returns in the years ahead?

Capital Markets Outlook, Fixed Income, Wealth Planning


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