Understanding the Volatile Stock Market

Tony Roth |
Wilmington Wire
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February 4, 2019—Financial markets have been quite volatile over the past four months, with the S&P 500 down almost 20% from September to December of 2018 on concerns about politics, the Federal Reserve, and global growth. During that time—as is our modus operandi when the headline noise risks overwhelming all other considerations—we kept our focus

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Powell Preaching Patience from the Podium

Luke Tilley |
Wilmington Wire
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January 31, 2019– Chairman Powell and the Federal Reserve pushed a message of “patience” after its meeting yesterday, meaning the central bank does not expect to raise interest rates for several months. This is entirely justified by the U.S. economic data, the slowdown abroad, and the numerous risks that lurk. The Fed also gave some

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The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
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Our 2019 forecast for markets, economies, and portfolios. Horizontal digitization of technology across economic sectors Labor productivity’s race against the clock Rates and the global debt super cycle Twenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less

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