We are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event, which gave attendees an inside look at the thoughts, views, and strategies of our investment team.
Table of Contents
(To go directly to a speaker, drag the round video playhead to the time listed below.)
0:00 – Ken Solow, a founding partner and chairman of the Investment Committee, introduces his new book, Buy and Hold is Still Dead (AGAIN).
9:53 – Rick Vollaro, our Chief Investment Officer, outlines how we establish our view of the markets and opportunities, and shares some thoughts on the U.S. Business cycle and monetary policy.
24:46 – Carl Noble provides an update on the global picture and the evolution of negative interest rates.
33:17 – Sean Dillon shares his technical view of U.S. and global characteristics in the market and provides an outlook for crude oil.
42:45 – Sauro Locatelli offers his quantitative analysis models for the S&P 500 and reveals what they forecast.
53:35 – Rick Vollaro returns to offer “The Verdict,” summarizing the market evidence and our response to it moving forward.
1:00:43 – A panel discussion and an audience Q&A follows the initial presentations.
The event was attended by many of our local clients, and we would be excited to have you join us next year. If you live outside the Maryland/D.C. region and would like to attend next year, please email us at email@example.com to let us know you would like an invitation.