Monthly Archives July 2017

The Investor Quarterly Market Commentary and Investment Perspectives

Greetings, The second calendar quarter of 2017 saw a continuation of global capital market advances, particularly in overseas markets, continuing the rotation away from the U.S. capital markets we noted in last quarter’s Investor Quarterly. More attractive equity valuations in European, Asian and Emerging Markets saw net capital flows headed that way, causing U.S. capital markets to underperform foreign markets for the first time in several years. Broadly speaking, while equity market returns globally were relatively strong in Q2 2017, both foreign and domestic equity markets saw a deceleration in their advances during the second quarter, when compared to the
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INVESTING “THROUGH THE LOOKING GLASS”

Is it just me, or are the capital markets seemingly oblivious to the “warning signs” I see forming on the investment horizon? Is it the incredible heat we’re experiencing here in the desert this summer that is causing market participants to “see” refreshing oases in the near-term horizon, or are they just mirages? As the first half of calendar-year 2017 comes to an end, it’s an opportune time to review market and economic conditions as they are today, not as we wish them to be, and to try to identify “trends” that may impact our clients’ capital during the remainder
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Categories: Uncategorized.