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Investment Commentaries

Q1 2019 Investment Commentary

During the first quarter of 2019, the Global Wealth Strategy portfolio produced a net return of 7.68%. We believe combination of an oversold market and changes in the U.S. Federal Reserve’s (Fed) outlook on interest rates helped all asset segments in the portfolio gain more than 5% for the quarter.

Q4 2017 Investment Commentary

Our evaluation of market risk remained low during the 4th quarter. As a result, we maintained a below average allocation to Fixed Income in the GWS portfolio with an average allocation of 30.48% during the 4th quarter. Volatility continued to be muted through the 4th quarter as it has been during all of...