INSIGHTS

INSIGHTS

ON MARKETS AND THE GLOBAL ECONOMY

Please click on the category links below to learn more about our past and present thinking on financial markets and the global economy.

April 2017

As we enter the second quarter of the Trump presidency, consumer confidence remains high, but it is not necessarily translating into economic activity. US equity indices have priced in significant economic growth that might not be immediately on the horizon....

January 2017

It is not unusual for elections to have an immediate impact on stock prices as optimism is a powerful force in the short-term. Between election day and the end of 2016, the S&P 500 index rose by 4.6%. In the...

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Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Performance is described on a net basis and reflects the deduction of management fees, brokerage commissions and any other expenses (other than custodial fees) and includes the reinvestment of all dividends, interest and other income. The major global indices referred to herein are the S&P 500 Index, the MSCI World Index, and the MSCI EAFE Global Index (the “Indices”). The Indices invest in a different mix of countries, securities and sectors that the accounts managed by RMCM, which may cause some differences in performance between the RMCM accounts and each of these Indices.