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  • April 19, 2017 The Start of a New “Yera”

    With a new U.S. Administration having taken office in January, the financial markets seem to keep their optimism despite…

  • January 1, 2017 A Look Back at 2016

    As we begin 2017, we reflect upon the returns of the previous year: the Standard & Poor’s 500 was up 11.9%…

  • October 15, 2016 A Look Back at Q3, 2016

    The S&P 500 was up 3.85% for the three-month period ending September 30th, 2016, while the MSCI World Index was up 4.99%. During that same period, the Bloomberg…

  • July 13, 2016 A Look Back at Q2, 2016

    The sell-off in the financial markets in the beginning of this year opened up a seemingly endless series of surprising events so far, namely the Japanese negative interest rate policy…

  • April 19, 2016 A Look Back at Q1, 2016

    In late January, the Bank of Japan (BOJ) surprised global markets with its historical decision to introduce a negative interest rate policy (NIRP) for the first time in its history.

  • January 19, 2016 A Look Back at 2015 and the Year Ahead

    Since the 2008 financial crisis, asset allocation has played an important role for portfolio returns with both equity and fixed income generally delivering good returns driven by…