October 17, 2018— In case 2017 let you be lulled into thinking that markets only go up, surely the recent turbulence served to remind you otherwise. Stock market corrections—even brief ones—are like a bumpy plane ride. What can be terrifying to the novice can be of little consequence to the seasoned flier who understands the mechanics of flight.
In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses how, despite the economic and other potentially significant risks that are present, the economic outlook bodes well for the aging-but-still-raging stock market.In Focus examines the wisdom of investing new cash in a stock market that is trading at or near all-time highs, years into a bull market—and what’s happened to “buy low, sell high.
September 19, 2018— The past few months have been dominated by news flow on trade, but the U.S./China trade spat has stolen the most headlines and dominated market sentiment. Emerging market equities and the U.S. dollar have fluctuated in concert with U.S./China trade developments. (Harsher headlines have been accompanied by safe-haven flows to the U.S. dollar, which have put extra downward pressure on EM equities and currencies.