Month: February 2017

Markets – February 2017

While some of the momentum of the post-election reflation trade (betting on a return of inflation) subsided in January, its directionality remained intact, with U.S. equities gaining 2.7% to reach new highs while global bonds continued lower. Perhaps the bigger news was a reversal in the dollar, which was significantly weaker after administration officials suggested…

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POSTED IN: Market Perspectives

On Watch – February 2017

In this issue:
“Performance Evaluation” by Catherine Lee Clarke, CFA
“To Freeze or Not to Freeze” by Andrew B. Smith, JD
“Trusting Your Blind Trust” by Andrew B. Smith, JD

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POSTED IN: Administration, On Watch