The Investor Insight - April 2018

AS WE MENTIONED in our last market commentary, we expected volatility to return to the equity markets given the long period of benign volatility in 2017. Trade war fears as well as rate hikes ramped up in February 2018 after a strong stock market performance in January. As the Trump administration laid out its plans for tariffs on China, the markets saw their first greater-than-10% pullback since July 2015. Thus far the correction has been a bit over 12%, but recently the market seems to be stabilizing after retesting the lows from February (see chart below). The correction puts most markets back to Sept-October 2017 levels, giving back more than six months of gains.  Read More