The really big question...

Lately, financial market indicators point to possible late innings for the secular bull market that began in 2009. This comes as positive conditions like low-interest rates and a stronger economy push asset values higher.

We can’t predict the next moves in the investment management game, but we see four themes pointing to a possible market shift. Watch the Eighth Inning video to get informed about these important trends.

Resources

Presidents Letter

Quarterly Observations