Publications

By: Joel Charalambakis | On: December 18, 2016 |

Weekly Market Update

Market Action U.S. markets remained largely flat on the week as investors take a pause on the rally of the past several weeks. Volatility continues to stay muted as well. […]

By: John E. Charalambakis | On: December 14, 2016 |

Corporate Earnings Expectations and Market Multiples: Forthcoming Policies and Capital Cushions

Since the presidential election equity funds have experienced four consecutive weeks of inflows, while bond funds have been experiencing outflows. This makes sense if we consider the anticipated lower tax […]

By: Joel Charalambakis | On: December 10, 2016 |

Weekly Market Update

Market Action Another week brought a new set of all time highs for the stock market. Financials were again among the market’s leaders thanks to rising rates and indications of […]

By: John E. Charalambakis | On: December 7, 2016 |

Seeking Roses among the Thorns: Prospects and Challenges in the Investment Landscape

There is rhetoric, and then there is reality. There are expectations, and then there is reality. There is a death valley but also the valley of peace. There are fears, […]

By: Joel Charalambakis | On: December 4, 2016 |

Weekly Market Update

Market Action Markets tempered their recent rally despite positive economic news from a number of sources this week. Tech stocks sold off as the rising dollar threatens overseas sales. The […]

By: Thierry Malleret | On: November 30, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

November 2016   In response to the ubiquitous head scratching as to what Trump has in store for the US and the rest of the world, we probed the exceptional […]

By: John E. Charalambakis | On: November 24, 2016 |

European Developments Meet Bruegel: The Icarus Effect

While the markets enjoy historic highs and particular sectors experienced rallies (such as financial and healthcare) one of the questions that investors may have is whether value can be found […]

By: Joel Charalambakis | On: November 19, 2016 |

Weekly Market Update

Market Action Equities continued to march higher this week amid hopes for a lighter tax and regulatory regime in the future administration. Japan’s monetary authorities announced a plan to buy […]

By: John E. Charalambakis | On: November 17, 2016 |

The Meeting of Trends: A Value-Oriented Investment Strategy

In the last two commentaries we focused on asset allocation in times of change and on particular sectors that may benefit from forthcoming policy changes. In this commentary we would […]

By: Joel Charalambakis | On: November 12, 2016 |

Weekly Market Update

Market Action A wild week in trading ended with U.S. stocks posting new highs despite the surprise election of Donald Trump as the 45th President. Futures crashed during the election, […]

By: John E. Charalambakis | On: November 9, 2016 |

Initial Reflections on US Elections and Markets’ Reaction: The Sisyphus Dilemma

As the results of the election kept coming in on Tuesday night, the futures markets indicated a turbulent opening for Wednesday. However, as the morning hours were unfolding and as […]