The markets declined sharply on October 10 and 11, the first significant pullback since February of this year. What’s behind this downturn? We believe it’s a combination of many factors.    … Learn More

U.S. GDP growth is expected to hold steady around 3% going into 2019 thanks to healthy consumer spending  and increased capital expenditures. Check out the October Outlook for additional economic and market insights. Economic Outlook and Market Forecast_October 2018 HPM Partners_October Chartbook… Learn More

Third quarter saw many international equity markets rejoin the U.S. in this lengthy bull market while global bond performance was mixed. HPM Partners_Q3 2018 Market Commentary… Learn More

Rising trade tensions have yet to detract meaningfully from global growth as the actual tariffs imposed to date have been rather mild. Progress in negotiations between the US, Mexico, and Canada is helping to mitigate the risk that the trade skirmishes turn into a recession-inducing global trade war. Economic Outlook and Market Forecast_September 2018 September… Learn More

Global growth should sustain its current level into 2019, as positive momentum in the US compensates for slowdowns in other regions. Escalation of trade tensions would have an obvious negative impact, but the magnitude remains highly uncertain. August 2018 Economic Outlook and Market Forecast… Learn More

Includes the Second Quarter 2018 Market Commentary and asset class performance summaries. HPM Partners Market Digest Q2 2018… Learn More

Worsening trade tensions and the actual implementation of tariffs are threatening to slow global growth in the second half of the year, although US economic momentum should allow global economic growth to improve somewhat year-over-year. Economic Outlook and Market Forecast_July 2018… Learn More