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Archive for the Research and Strategy Category

1H 2016 Portfolio Manager Commentary

Vulcan Asset Management 1h-2016 Portfolio Manager Commentary

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4Q 2015 Portfolio Manager Commentary

Macro and Markets The year 2015 will be remembered for the end of the six-year bull market in equities and for the dramatic slowing of global economies. It will also be remembered as the year that Central bankers went short global currency markets as the unorthodox race […]

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US Equity Strategy: 4Q 2013

Download US Equity Strategy 4Q 2013   or see below: US Equity Strategy Review: Heading into year-end is a good time to take stock of the US market’s performance and remind ourselves of the generic but key drivers of overall stock market performance. The quick summation of […]

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