Market Updates
Market Webcasts

2017 First Quarter Market Review and Outlook

The 2017 First Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, and Senior Vice President and Portfolio Manager, Joseph F. Hickey, CFA. Brian begins the presentation by reviewing 2016, and why the year's returns make the case for a diversified portfolio. Afte[...]

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2016 Fourth Quarter Market Review and Outlook

The 2016  Fourth Quarter Market Outlook is presented by Portfolio Managers, Joseph F. Hickey, CFA, and David G. Carroll, CFA. Joe begins the presentation by discussing slowing economic growth. He continues with by reviewing Central Bank Policies and the impact of the low interest rate. Dave[...]

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2016 Third Quarter Market Review and Outlook

The Third Quarter 2016 Market Outlook is presented by Joseph F. Hickey, CFA, Senior Portfolio Manager and David G. Carroll, CFA, Senior Portfolio Manager. Joe begins by reviewing several causes of low stock market returns over the past year and what expected earnings are projected to be over t[...]

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2016 Second Quarter Market Review and Outlook

Our Second Quarter 2016 Market Outlook is presented by Joseph F. Hickey, CFA, Portfolio Manager. Joe begins the presentation by discussing returns across asset classes and how worldwide policies and events are affecting these returns. He continues with the current surplus of how crude oil wi[...]

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2016 Market Outlook

Our 2016 Market Outlook is presented by Joe Hickey, CFA, Director of Equity Strategy and Portfolio Manager. Joe begins our presentation by reminding us why a diversified portfolio is so important by reviewing several different asset classes and how and why they performed as they did in 2015.  H[...]

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Quarterly Market Webcast Third Quarter 2015

Our Third Quarter review of the markets is presented by Joseph F. Hickey, CFA, Director of Equity Strategy and David G. Carroll, CFA, Senior Portfolio Manager. Joe reviews: different asset class returns and factors that contributed to both their positive returns in the first half of 2015 and [...]

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Quarterly Market Webcast Second Quarter 2015

David Carroll, CFA, Senior Portfolio Manager and Michael Peters, CFA, Fixed Income Portfolio Manager provide an analysis of recent economics and markets in the Second Quarter Market Overview Webcast. In Dave's discussion of international markets he reviews historical data along with projections to e[...]

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Quarterly Market Webcast First Quarter 2015

Brian Andrew, CFA, President and Chief Investment Officer along with Dave Carroll, CFA, Senior Portfolio Manager provide an analysis of the first quarter economics and markets. Brian addresses the end of U.S. Quantitative Easing (QE) and the beginning of QE in Europe and its effect on interest rates[...]

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Quarterly Market Webcast Fourth Quarter 2014

Year End 2014 Review and 2015 Outlook With divergences among global policy makers, the volatility in the 4th quarter was expressed in currency value fluctuation, commodity prices – oil in particular, and stock and bond prices. This policy divergence is coupled with an investor view that there w[...]

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Market Update – The Oil Story

Dramatic decline in oil prices have dominated headlines for the past month. The reasons are various as are its impact on the economy. Listen to Brian Andrew discuss the causes for the decline in oil prices as well as the impact in the coming year and Cleary Gull's thoughts on how it affects asset al[...]

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