Each quarter, Ellwood's Capital Markets committee provides an analysis of the quarter in the Quarterly Capital Markets Update.
The U.S. Treasury yield curve has attracted a lot of attention this year as interest rates have risen. In this analysis, we outline several factors pushing the yield curve higher, as well as the offsetting forces keeping it from moving more than it already has.
One of the most discussed topics in the investment world these days is bitcoin. Read our commentary to understand what cryptocurrencies are, their potential for disrupting the existing financial exchange system, and their viability for use in a diversified, institutional portfolio of assets.
Interest in emerging markets continues to gain traction among investors – and for good reason. Read our Investment Insights commentary to understand why we encourage our clients to consider emerging markets as part of their investment portfolios.
French presidential elections concluded recently, with En Marche! candidate Emmanuel Macron soundly defeating the populist National Front party candidate Marine Le Pen. Read our Investment Insights commentary for our takeaways.