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Our Latest Insights

March 31, 2014

by Mark Carlton, CFA®

Market Perspective for 3/31/14

Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the...
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February 18, 2014

by Mark Carlton, CFA®

2.18.14 Market Perspective

Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week.  Emerging markets have...
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January 17, 2014

by Mark Carlton, CFA®

Market Perspective for 4Q13

Summary Investors continued to push stocks higher in the fourth quarter.  Many of the concerns they had going into the year – the...
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