January 10, 2019 – Volatile equity markets have bounced off of their Christmas Eve lows, heading higher in almost as dramatic a fashion as on the way down. We are not surprised to see the rapid move upward, as we assessed equity markets to be oversold and pessimistic sentiment extreme by the end of 2018. Historically, a pullback
January 4, 2019 – The past year has no doubt been challenging for investors in light of the difficulty of assessing political risks, conflicting economic signals, and swift reversals in equity market sentiment. Like many investors, we were caught off guard by the violent market correction in the fourth quarter—a drop of almost 20% between
December 21, 2018 – The UK is scheduled to exit the EU on March 29, 2019. During the two years since the original UK withdrawal notification, businesses have been preparing for two scenarios: either a negotiated transition to a future free trade agreement or a disorderly departure. Until mid-November, given the troublesome issue of the
