Market Updates
Market Webcasts

2017 Third Quarter Market Webcast

The 2017 Third Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, Senior Portfolio Manager, David G. Carroll, CFA, and Fixed Income Portfolio Manager, Scott A. Holan, CMFC, CAIA. To begin, Brian reviews how current levels of business and consumer optimism co[...]

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2017 Second Quarter Market Webcast

The 2017 Second Quarter Outlook is presented by Senior Portfolio Manager, David G. Carroll, CFA, Chief Investment Officer, Brian K. Andrew, CFA, and Portfolio Manager and Director of Equity Strategy Group, Jason D. Herried, CFA. Dave begins the presentation by reviewing first quarter a[...]

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2017 First Quarter Market Webcast

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 Webcast

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 Webcast

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 Webcast

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 First Quarter Market Webcast

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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2015 Fourth Quarter Market Webcast

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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2015 Third Quarter Market Webcast

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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2015 Second Quarter Market Webcast

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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