Market View
25.10.2016 | Quarterly report
Quarterly Market Report Q3 2016
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
19.10.2016 | Investment newsletter
Bearings October 2016
Presidential Elections and the Economy
Next month, Americans will head to the polls to elect the next president of the United States.
While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the...
28.09.2016 | Investment newsletter
Bearings September 2016
History on the Run
When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the...
25.08.2016 | Investment newsletter
Bearings August 2016
Economic Growth and Equity Returns
A relevant question for many investors is whether their view of economic growth should impact how they invest.
Opinions about future...
29.07.2016 | Investment newsletter
Bearings July 2016
Can Volatility Predict Returns?
When investing in stocks, understanding the volatility of their returns can be an important ingredient to help investors maintain a disciplined approach. People invest their capital hoping to earn a rate of return above that of just holding cash, and...
15.07.2016 | Quarterly report
Quarterly Market Report Q2 2016
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
22.06.2016 | Investment newsletter
Bearings June 2016
Politics and Investing
Political news is dominating the front pages right now, with a presidential election in the US and a referendum in the UK. What does it all mean for markets?
"It promises to be a nervous week for global markets as traders mull over the relative performances of the US presidential candidates. With no...
22.06.2016 | Investment newsletter
Bearings May 2016
GDP Growth and Equity Returns
Many investors look to gross domestic product (GDP) as an indicator of future equity returns.
According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, ...
27.04.2016 | Investment newsletter
Bearings April 2016
Future Testing
Much financial news purports to be about the future but is really just an account of the past. As a result, many investors project what has already happened onto an imagined future. There’s another way of framing this problem.
It’s understandable that investors, with the help of a necessarily short-term-focused media, will...
27.04.2016 | Quarterly report
Quarterly Market Report Q1 2016
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.