TURN OBSERVATION INTO UNDERSTANDING

Keep track of the big-picture trends and economic issues that drive the markets. Turn to our market perspectives for an overview of recent market activity and our expectations for the months and years ahead.

Q4 2019 COLONY MARKET PERSPECTIVES

What a difference a year makes! After a rough end to 2018, when U.S. stocks recorded their first down year since the recovery started, investor sentiment was at a low point. Many economists were forecasting a recession for the coming year.

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Q3 2019 COLONY MARKET PERSPECTIVES

In this quarter’s Perspectives we look at why companies are finding reasons to stay private for longer and how this impacts the market for initial public offerings (IPOs). We also investigate the many uncertainties that permeate the investment landscape and share with you how we incorporate these factors into our portfolio management process. We hope that you find it informative.

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Q2 2019 COLONY MARKET PERSPECTIVES

In this quarter’s newsletter, we discuss two topics that we believe are quite timely. First, we preview a relatively new economic theory known as Modern Monetary Theory, which should gain more attention as the presidential election cycle ramps up. Next, we review the struggles of value investors and attempt to provide some explanations.

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