It’s been a noteworthy year for the U.S. equity market. Beyond reaching record highs, the S&P 500 is on track to post its 9th consecutive year of gains. The only other time this happened was 1991 through 1999 on the run up leading to the tech bubble. Furthermore, the index hasn’t had a 3%...
In what felt like an instant replay of the previous quarter, continuing momentum in global stock markets helped GWS due to its overweight to global stocks during a low risk market environment.
Capital markets continued to advance although at a slower pace. Strong global equity markets provided the primary momentum.
2017 marks my 33rd year as a student of the financial markets. There has been something new to be learned almost every day. With that in mind, I appreciate how important it is to be open-minded to new ideas and concepts.
Despite the geo-political headlines that dominated the news, the broader capital markets environment was unusually quiet in terms of its volatility.
Our proprietary risk-based “all-weather” approach helps produce consistent return streams over various market cycles. By systematically rebalancing using risk metrics each month, the portfolio can adapt to changing market conditions to achieve the expected outcomes we are targeting.