As equity investors, we are often accused of being continuously optimistic. .. Read full article.
The Federal Reserve (Fed) was in focus during the first two weeks of June as investors awaited any clues of a rate hike during the June 15th release. .. Read full article.
The most recent period has been challenging. .. Read full article.
Quality trends were mixed for the quarter, but on balance we would say our higher-quality style faced a modest headwind in the quarter. .. Read full article.
Persistent global growth concerns and the United Kingdom’s decision to leave the Eurozone led to increased volatility and perpetuated a challenging landscape for investors in the second quarter.. Read full article.
The second quarter of 2016 was 'relatively dull… until it got interesting'. .. Read full article.
The second quarter continued a period that is one of the most unusual we have witnessed in our investment careers... Read full article.
We believe that the stock prices of our portfolio holdings may rebound over a reasonable period as the market digests the Brexit referendum news.
.. Read full article.
The Fund benefited from an overweight position to and good stock selection within the Staples sector. .. Read full article.
Financial markets got caught leaning in the wrong direction heading into the UK referendum to exit the European Union (EU). .. Read full article.
The ASTON/Lake Partners LASSO Alternatives Fund Class I (the “Fund”) was slightly positive for the second quarter of 2016. .. Read full article.
Volatility dominated the second quarter of 2016 as the lead-up to and aftermath of Brexit reigned over global markets. .. Read full article.
Yields on Treasury bonds are likely to remain near current low levels as investors grapple with political uncertainty both in the US and abroad and amid a global yield environment that is negative for much of the developed world. .. Read full article.
In the near term, we see substantial risks to all of the segments of the securities markets based upon current valuations and the lack of earning visibility. .. Read full article.
During the quarter, Aston Asset Management, LLC and AMG Funds LLC announced that Board of Trustees of the Trust has approved the appointment of GW&K Investment Management, LLC (“GW&K”) as the subadvisor to the Aston Small Cap Fund, effective February 1, 2016, subject to shareholder approval. .. Read full article.
The downward spiral reversed on February 12 amid dovish comments from the Federal Reserve, a modest rebound in oil prices, and improved macro data. .. Read full article.
March was virtually an extension of the latter part of February as investor appetite for credit risk was practically insatiable. .. Read full article.
The intra-quarter reversal was one of the sharpest in stock market history... Read full article.
After a turbulent start of the year, Asian ex-Japan equities rebounded in the latter half of the quarter on cooling rate hike expectations. .. Read full article.
- April 29, 2016 1st Quarter 2016 Commentary - ASTON/Herndon Large Cap Value
The quarter was interesting because we experienced two periods of performance that were driven by two different perspectives. .. Read full article.
Small caps trailed large caps for the quarter and, unlike large caps, their correction placed them in a bear market trend. .. Read full article.
Investors were reminded in Q1 just how fickle markets can be. .. Read full article.