Market Updates
Market Webcasts

2018 Second Quarter Market Webcast

This quarter's webcast is presented by select members of our Investment Committee. This Quarter's Webcast provides a review of first quarter market performance as well as the reasons behind the performance. We also offer our insights regarding the factors that have the caused recent mar[...]

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2018 First Quarter Market Webcast

The 2018 First Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, Portfolio Manager, David Carroll, CFA and Jason Herried, CFA, our Director of Equity Strategy Group and Portfolio Manager. Dave provides a quick review of market returns for 2017. Next, Brian add[...]

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2017 Fourth Quarter Market Webcast

The 2017 Fourth Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, Senior Portfolio Manager, Joseph F. Hickey, CFA, and Senior Portfolio Manager, Dave A. Isaacson. To begin, Brian discusses  the recovery and growth of global economies over the past two year[...]

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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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