Market Analysis
Research and Execution
November 6, 2023
Markets had a difficult third quarter. The S&P 500 finished down 3.3%, while international markets1 were down 4.1%. Year to date, the S&P 500 is up 13.1%, but the headline number masks the underlying market dynamics: all of that performance was driven by the top 7 market cap companies in the index: Alphabet (Google), Amazon,…
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Latest Developments in Monetary Policy & Cyber Security
September 20, 2017
Jonathan discusses the latest developments in monetary policy and cyber security.
Read MoreFederal Reserve Decision to Raise Interest Rates | Behavioral Finance
March 17, 2017
Jonathan discusses The Federal Reserve’s decision to raise interest rates and offers his perspective on behavioral finance.
Read MoreMajor Market Events and the Outlook for the Year Ahead
January 6, 2017
Jonathan reviews the major market events of 2016 and discusses his outlook for the year ahead.
Read MoreHeightened Levels of Investor Anxiety During Election Season
November 7, 2016
Jonathan discusses the heightened levels of investor anxiety surrounding the upcoming U.S. Presidential election.
Read MoreGlobal Markets | Federal Reserve Policy | Market Valuations
September 22, 2016
Jonathan discusses his views on the three most important factors currently driving global markets: Federal Reserve policy, the upcoming Presidential…
Read MoreRecent Global Market Developments
July 14, 2016
Jonathan discusses recent global market developments.
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The Investment Implications of Brexit
June 24, 2016
Jonathan discusses the market reaction and investment implications of Brexit, the UK's referendum.
Read MoreOptimistic Outlook for Global Equity Markets
June 7, 2016
Jonathan discusses why persistent negative sentiment has reinforced his optimistic outlook for global equity markets.
Read MoreEmerging Markets | Diversification, Patience & Timing for Long-Term Financial Success
March 6, 2016
This video from Dimensional highlights the importance of diversification, patience and time frame in evaluating 'success', which is critical when…
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