INSIGHTS

MINDSHARE

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INSIGHTS 2017-10-13T02:01:53+00:00

Jefferson V. DeAngelis, CFA®

President and Chief Investment Officer

The Gift That Keeps On…

It has been said that the act of giving is a gift in itself. It is widely believed that giving can be psychologically more beneficial to the giver than the recipient. Our policymakers must truly believe in this power of giving and its benefits politically.

March 29th, 2019|

Xi Loves Me, Xi Loves Me Not

The U.S. and China share many similar traditions, only they are celebrated in different ways. The Trump administration must consider the importance of Chinese culture and tradition if it intends to be successful with trade talks.

February 19th, 2019|

Q4 2018 Review: NWP Blended Emerging Markets Debt Composite

Once in Golconda by acclaimed financial reporter John Brooks chronicles the market events leading up to the 1929 crash and its aftermath. Golconda was a term used in the late 1880s to describe great wealth. The use of the word is a reference to Golkonda, a medieval fort in Southern India, home to some of the world’s most productive diamond mines. In fact, it’s where the Hope Diamond was discovered. Indian folklore refers to the city as a mythical place where everyone who passes through acquires wealth.

January 31st, 2019|

Krampus Comes to Town

While holiday songs suggest that there’s a naughty and nice list imploring us to be good for goodness sake, we mostly take for granted a Christmas visit from Santa Claus. Stock traders too are hopeful this time of year for the gift of early December performance to help boost their annual returns.

December 30th, 2018|

Maturity

The holiday season is upon us and for many this means spending time with family and friends. At parties and gathering this time of year we naturally find ourselves reminiscing about life’s various milestones, both joyous and sad. My favorite stories are those that touch on the follies of youth.

November 30th, 2018|

Gimme Shelter

With the markets responding to the threat of declining liquidity, the value restoration process is underway. The Federal Reserve has been raising interest rates since December of 2015 in a gradual, measured manner which is finally starting to bite.

October 30th, 2018|

Sharpen Your Axe

August days in financial markets tend to be quiet. Volumes contract as many investors take to the sidelines. This time offers a chance to spend time with families and friends, read a book, enjoy a beer; in short, it’s a good time to sharpen our axes for the fall.

August 27th, 2018|

Taper Tantrum 2.0

Like greenskeepers carefully tending to the needs of golf course greens with the arrival of spring, central banks face an equally delicate task of restoring national economies showing slower signs of life without killing off healthy ones, and seek stability over wild undulations.

May 31st, 2018|

Things are Better Than They Seem

In his new book, psychologist Steven Pinker details how the human condition has steadily improved over the past millennia.  His data suggests that we enjoy longer, healthier and happier lives than our ancestors; that we have made significant progress against disease and starvation; and we have experienced a steady decline in deaths resulting from wars, natural disasters and crime. 

April 30th, 2018|