May 16, 2018— Technology has always been one of the most exciting industries in the global economy, and not just because it is fun to imagine its futuristic applications. More than ever, technology and data are integrated into every good and service that is produced.
April 25, 2018—When it comes to bond yields, investors are impossible to please these days. If investors in 2013 were comparable to a toddler throwing a tantrum over the Federal Reserve (“Fed”) potentially withdrawing quantitative easing, then today it may be more appropriate to compare the market to a surly teenager who doesn’t know what he or she wants and is not happy no matter which direction bond yields go.
March 20, 2018—As investors, one of our most important jobs at this point in the market cycle is watching for red flags that could signal the beginning of a bear market (often defined as a -20% selloff). One indicator that acted as such a red flag during the financial crisis was the spread, or difference, between the London interbank offered rate (LIBOR) and the Overnight Index Swap (OIS) rate.