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Smart Money Insights: Weekly Brief Apr 11
The start of the second quarter saw equity markets decline – continuing a pattern, the S&P fared better than pretty much any other index. The whipsaws in the market this year are taking a big toll...
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Smart Money Insights: Weekly Brief May 17
We’re picking up again after a lull due to intensive work on a webinar and several research topics. First, despite a flat S&P year-to-date, active managers are having one of the worst years on...
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Smart Money Insights: Weekly Brief May 24
It’s time to revisit some of the big macro risks over the past year. The risks of $10 oil, a recession in 2016, a sudden devaluation by China, Brexit and a renewed Grexit crisis all appear contained –...
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Smart Money Insights: Weekly Brief May 31
Welcome back after the holiday weekend. Last week we revisited some recent dire predictions that have faded from the headlines. This week, we’ll focus on a single issue — value vs growth stocks – since...
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Smart Money Insights: Weekly Brief June 7
Pay to Lend Fitch Ratings recently highlighted that global negative yielding sovereign debt topped $10.4 trillion in May, an increase of $500 million from the prior month. Much of the increase was...
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Smart Money Insights: Weekly Brief June 14
10 Days Until Brexit? In an earlier post, we explored the potential fallout of a Brexit and the shifting fortunes of the Leave camp. A new poll gives Leave a 19 point advantage (52% vs 33%), while UK...
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Smart Money Insights: Weekly Brief June 20
The Collapse of Visium At its peak, Visium Asset Management oversaw $8BN across five hedge funds and a mutual fund focused largely on the health care sector. The firm recently announced that it is...
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Smart Money Insights: Weekly Brief June 29
Brexit Fallout: Financial The financial market’s response to the Brexit decision was swift and dramatic—and the aftermath continues. In the first two days following the referendum, the Stoxx 600 index...
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Smart Money Insights: Weekly Brief July 6
Italy: A New European Crisis Brewing? The fallout from the Brexit referendum has left the British political establishment in disarray, with no clear successor for David Cameron in sight. Businesses are...
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Smart Money Insights: Weekly Brief July 19
A Tenuous Recovery in European Markets Markets have rebounded following the momentous Brexit vote in the U.K. on June 23rd. The S&P 500 and the MSCI EAFE have both rallied over 8% since June 28th....
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