equity markets

Supreme Court Gives Two Thumbs Up to Modern Portfolio Theory

In our estimation, the last week of the United States Supreme Court’s 2013/2014 term was a watershed for Modern Portfolio Theory and the Efficient Market Hypothesis; two essential components in the notion that publicly available information is rapidly incorporated into the prices of securities traded in a robust public market. For a generation now, intelligent

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1st Quarter 2013 Market Review

Following up on my 1st Quarter Client Note, I am providing a more robust and detailed review of the world capital market performance, graciously provided by our friends at Dimensional Fund Advisors. Attached is their Quarterly Market Review. The report includes: a global overview, timeline of events, and the returns of asset classes in both US and

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1st Quarter Client Note

Reflecting relief from the New Year’s Eve (at least temporary) avoidance of the “fiscal cliff,” equity markets continued their strong recovery from the financial crisis of 2008. Economic activity in the US also continued to pick up, albeit at a slow pace. (On average, although fairly volatile from quarter-to-quarter, GDP continues to grow at about

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Compelling Interview With SEC Chairman Mary Schapiro

In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!

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