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INSIGHTS

 


Asset Class Reports
Risk assets continued to move higher on the back of strong global economic activity. U.S. equities posted their ninth consecutive year of gains, which is tied for the longest stretch without a down year. Core fixed income was neutral to slightly negative over the quarter as interest rates moved higher and credit spread…
Asset Class Reports
Risk Assets Continue to Rally Despite Geopolitical Tensions. The Federal Open Market Committee (FOMC) decided to keep the target federal funds rate neutral over the quarter, however, the group outlined a plan to reduce the Fed’s treasury and agency holdings. The Fed will take a cautious approach to reducing the balance…
Asset Class Reports
Last year’s market optimism continued through most of January, however, most equity markets pulled back significantly in February and once again in March. U.S. equities were slightly negative in the quarter as volatility increased and trade policy and inflation concerns loomed. U.S. core fixed income was negative over …
In The Media
Review the Canterbury Investment Forum for 2018. Listen and view videos recorded from our breakout sections and learn from industry leaders on where our economy is heading.
White Papers
Taxable investors should consider the impact of excess return expectations, fees, and tax drag on their portfolios. A diversified mix between active, passive, and tax-managed equity strategies can lead to superior after-tax returns. This white paper summarizes Canterbury’s views on constructing equity portfolios while …