Commentary

Well it's official, the lazy days of summer are over. The kids are back in school, Wall Street is back to work and Halloween decorations are already showing up in stores. Volatility in markets has returned, and our risk models are beginning to make adjustments to portfolios. September and October are notorious for some of the highest market volatility on record. Likewise, November and December have demonstrated strong bullish tendencies over the years. How are things sizing up for the rest of 2017? We have some insights, and it begins by understanding how we got here.

Its been an exciting start to 2018 for U.S. Equities. The advance of +6.2% in the S&P 500 Index in the first three weeks this year makes it the best start to a new year since 1987, and continues the strong momentum from last year.

The wild price swings in U.S. equities over the past few weeks has a lot of investors wondering if this kind of volatility is normal, and whether it means we’re on the brink of a new bear market. Staking claim on a new bear market can be tricky since the official definition of bear market usually requires price decline of […]