2012 Clear Harbor Quarterly Market Outlook
Clear Harbor Outlook: Q4 2012
September 30, 2012
The Clear Harbor view has been one of caution, but also one that has accurately gauged the trajectory and impact of Fed policy on the capital markets. Our concern over the work of the Fed did not keep us from capturing market gains since the inception of the financial crisis, including on a year-to-date basis. “Don’t fight the Fed” has served as our guiding view the last three years, and supported my constructive view on asset price valuations.
Clear Harbor Outlook: Q3 2012
June 27, 2012
The Eurozone crisis has struck the shores of most major global economies. For its part, the U.S. has become a safe haven for investors, but the lack of fiscal and regulatory clarity and the so-called “fiscal cliff” that we’re approaching here could very well depress growth in 2013 substantially. In Clear Harbor's outlook for the third quarter, our CEO Aaron Kennon provides an update on his outlook for the global economy and financial markets:
Clear Harbor Outlook: Q2 2012
March 30, 2012
Investors generally enjoyed smooth sailing in the first quarter of 2012, but we're expecting rougher seas later this year as global growth cools and investors contemplate the prospect of a fiscal drag on the U.S. economy in 2013. In Clear Harbor's outlook for the second quarter, our CEO Aaron Kennon surveys the investment landscape and breaks down our views on the global economy and financial markets.
Clear Harbor's Outlook for 2012
December 21, 2011
We expect the volatility in financial markets we experienced in 2011 to continue in 2012 as the ongoing financial crisis in Europe will be a key factor determining the state of the global economy. Please click on the link below to read a comprehensive breakdown of our outlook for the year.