Keeping up to date with Gavin Management Group.

Newsletter: Volume 14, Issue 2, April 2017

Solid Start to 2017 – Global equities delivered solid gains in the first quarter amid an upswing in global economic data and continued optimism for fiscal reform. US equities advanced to fresh all-time highs, supported by improving manufacturing activity and wages, the end of a corporate earnings recession (five-quarter slump) and finally President Trump’s plans …

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Newsletter: Volume 14, Issue 1, January 2017

Trump Win Sends US Market to Record Levels – North American equities ended 2016 on a high note.  Donald Trump’s Presidential win, a rate hike and a pickup in global economic activity were catalysts for risky assets. The US election sent US stocks (especially small-capitalization companies) surging while a strengthening US dollar pressured emerging markets. …

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Newsletter: Volume 13, Issue 4, October 2016

Stocks Continue to Roll – Stocks continued their post-Brexit rally and now boast impressive 1-year returns. The healthy performance followed the August-September 2015 selloff where China’s slowdown afflicted the markets. Over the past few months, the market’s ascent was steady until mid-September when fears of a potential Deutsche Bank collapse caused the stock to drop …

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