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2016 Q2 Multi-Asset

On August 2nd, 2016 we increased our allocation to global equities, global real estate*, and commodities and decreased our allocation to global fixed income due to a decline in our measure of Financial Turbulence.  We remain overweight fixed income relative to our benchmarks. Market volatility increased following Britain's decision to leave the European Union but [...]

2017-04-14T07:14:53-04:00
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Q1 2016 Market Recap and Outlook – Income

Market Recap: The beginning of 2016 was plagued by concerns that the bull market was coming to an end and that the U.S. might be heading toward a recession. Connected with this were concerns surrounding: the U.S. labor market, economic growth in China, continuing volatility in oil prices, and a rising U.S. dollar. As a [...]

2017-04-14T07:14:53-04:00
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