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Market Summary Report - Second Quarter 2016
Vogel Consulting, LLC
Prior to the Brexit vote on June 23, financial markets were relatively strong. The S&P 500 index was trading just under its all-time high and the British pound was at the highest level of the
How Can I Minimize the Negative Effects of My Behavioral Biases?
James L. McCabe
Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do comparable equity indices or the funds themselves. This
Market Summary Report - First Quarter 2016
Vogel Consulting, LLC
There were two distinct periods during the quarter divided by sentiment and performance. The start of the year through February 11 was a “risk-off” period of negative sentiment and sharp
Can I Make An Impact Without Sacrificing Investment Performance?
Drexel Morgan Capital Advisers
Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG). While
Why Do I Need An Investment Policy Statement?
Drexel Morgan Capital Advisers
One of the main components of investment management is an Investment Policy Statement (the IPS) that serves as a strategic guide to the planning and implementation of an investment program. It is a
Bond Strategy Update: Brexit
Bank of the West
Bond markets globally were off to a slow start at the beginning of the quarter, but began to drive higher as the Brexit vote approached and eventually jumped on the result as investors sought out
Global Economic and Market Commentary: Second Quarter 2016
Drexel Morgan Capital Advisers
UK’s vote to leave the EU has escorted in what could be a long period of uncertainty and volatility in the market. There is also skepticism about the recent, liquidity-driven bounce in risky
Special Market Update: Brexit
Bank of the West
The 'leave' campaign, a victory for the pro-Brexit voters, was quite a surprise to markets and the world. The United Kingdom, based on a referendum of all eligible citizens, voted to leave
A View From London: Post Brexit Market Summary
LGT Vestra
Looking back over the first half of 2016, the FTSE 100 index increased by 6.7 percent when dividend payments are taken into account. However, this positive performance disguises the substantial
UK Economic Outlook: Economic Prospects After Brexit
PwC Private Company Services
UK economic growth had already slowed from around 3 percent in 2014 to around 2 percent before the EU referendum due to slower global growth, but the vote to leave the EU is likely to lead to a