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Clear Harbor Flash: The Return of Volatility At the start of the year, and again as recently as two weeks ago, we outlined our view that equity markets would likely return to a more normalized return and volatility profile. We noted that this would contrast markedly with 2013, when volatility trended lower as the year progressed with few real corrections.
Quarterly Market Update For the first time since the end of the financial crisis, U.S. markets adopted a more normal return profile in Q1 2014 as investors digested last year’s leap in share prices and a range of uneven economic and geopolitical news. Equities struggled for direction before closing up at a subdued and, we think, sustainable annual rate; bonds locked in a healthy part of our expectation for the year as a measure of volatility returned to the investment equation.
Global Dividends Top $1 Trillion
Aaron Kennon, chief executive officer at Clear Harbor Asset Management sits down with Michelle Makori to discuss the state of global dividends.
Clear Harbor's CEO on Bloomberg Radio Aaron Kennon spent time on Bloomberg Radio's "In The Loop" with Betty Liu where he provided a few investment themes to consider as we approach 2014.
Clear Harbor CEO Aaron Kennon on Bloomberg Radio Aaron Kennon spent time on Bloomberg Radio's "Taking Stock" with Pimm Fox discussing Clear Harbor's focus on market fundamentals and client risk tolerance in a period of rising equity asset prices and perceived complacency.