April 6, 2018

The year began where 2017 left off—with a powerful rally in stocks, driven by strong earnings growth and optimism related to tax cuts. Equity mutual funds and ETFs experienced a record $58 billion of inflows in the first three weeks of the year. That trend, however, came to an abrupt end late in January and was followed by a swift reversal as the S&P 500...

January 6, 2018

The same trends the market experienced throughout 2017 continued this quarter, and most asset classes enjoyed broad-based gains...

October 6, 2017

Four of the five top asset class performers were the same as the previous quarter. Non-U.S. equities—in particular, emerging markets and real estate—led the field. Equities that are sensitive to interest rates, such as U.S. real estate investment trusts (REITs), lagged, despite a flat Treasury yield of 2.33%...

July 8, 2017

Global risk assets had the wind at their backs for the first half of 2017, especially stocks from emerging markets and from the large cap and growth-oriented segments of the U.S. market. In fact, the NASDAQ 100’s 16.8% return during the first half of 2017 was the tech-heavy index’s best start to a year since 2009. Low interest rates and strong year-over-y...

April 7, 2017

A risk-on mindset dominated with global equities surging and interest rate sensitive asset classes lagging...

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SpringTide Partners
200 West Superior Street, Suite 200
Chicago, Illinois 60654
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E  info@springtide-partners.com
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