Market Commentary

Beige book suggests continued moderate economic growth. Read the Full Story Here Author:

Policy uncertainty surrounding the upcoming midterm elections may lead to an increase in near-term market volatility. Read the Full Story

Overall, economic reports released in August—mostly reflecting economic activity in July—indicated solid U.S. economic growth without significant

Strong manufacturing growth is a bellwether for overall economic health. Read the Full Story Here Author:

Sentiment on emerging markets (EM) is reaching levels consistent with a contrarian buy signal. Read the Full Story Here Author:

This Client Letter discusses recent positive indicators for U.S. economy and stocks, which we believe outweigh some areas for investor concern. Read