2019 Macro Outlook

by Chase Lee, CFADecember 15, 2018
In our 2019 Outlook, the link below, we outline how market fundamentals evolved over the past year, why we believe the bear isn’t finished yet, and our playbook for finding great value in this environment.
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2018 Macro Outlook

by Chase Lee, CFADecember 15, 2017
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” i Do we know ‘for sure’ the past years market returns were because of a robust economic backdrop?
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2017 Macro Outlook

by Chase Lee, CFADecember 15, 2016
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** In the early 1900’s, Albert Einstein famously wrote, “The definition of insanity is doing something over and over again and expecting a different result.”1 This saying could be argued as the rallying cry a near century later in 2016 for democracies across the […]
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2016 Macro Outlook

by Chase Lee, CFAJanuary 1, 2016
***OLD FORMAT. PLEASE CONTACT US IF YOU WOULD LIKE AN ORIGINAL COPY*** Over the course of the year, anxiety mounted over higher interest rates from the Federal Reserve and the strong US dollar relentlessly battled exports. Japan’s faith in ‘Abenomics’ was, and still is, being tested, as new policies have yet to materially affect the […]
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