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Cleary Gull

Opportunities in Global Markets

In order to determine how to invest in today’s environment, you need to know what is driving stock and bond markets. Is the Federal Reserve’s course change good or bad for bond investors? Is the first quarter weakness in U.S. corporate earnings going to hamper stock market returns? Why have currency values in the U.S., Europe and Japan changed so dramatically over the last six months and what about oil prices? Investors are raising these concerns and wondering where we are in the economic and market cycles. Doug Ramsey, Chief Investment Officer at Leuthold Weeden Capital Management and Brian Andrew, Cleary Gull’s President and Chief Investment Officer provide their thoughts in this summary of Cleary Gull’s April 30, 2015 Symposium.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.