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.

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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Q1 2019 COLONY MARKET PERSPECTIVES

The ten-year-old bull market’s resiliency was on display during the first quarter of 2019, with the U.S. stock market recovering nearly all its losses from the previous quarter.

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Q4 2018 COLONY MARKET PERSPECTIVES

The fourth quarter of 2018 will go down as one of the worst for investors since this recovery began in March of 2009.

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