Source: Thomson Reuters Datastream
The Eurozone is 2-3 years behind the U.S., after enduring two recessions following the GFC relative to just one in the U.S., but appears to have...
Financial market volatility was by several measures the lowest in history in 2017, with a maximum drawdown of just 3% and an extremely low frequency of >1% stock market days. The...
International markets remain attractive despite strong year to date performance.
ROOM TO RECOVER
Many Int’l markets have yet to fully rebound from their 2007 highs...
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Global equity markets retreated by some 8-15% in the third quarter, with the preponderance of the damage occurring during an eight-day span in mid-August. ...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
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