January 19, 2016
Despite the weak start to the year, we remind investors that sentiment can dictate short-term performance, but fundamentals are ultimately responsible for long-term returns. In the accompanying slides, we highlight opportunities for 2016.
January 11, 2016
Macro matters. That has been the case since the global financial crisis and the first week of 2016 sought to remind us of that fact. These first days of the year seemed an onslaught of information which heaped onto the pile of stress for financial markets.