February Monthly Recap

The strong start to 2019 continued for domestic equity markets during February, as progress toward relieving trade hostilities between the US and China and an increasingly dovish Federal Reserve fueled investors’ risk appetite, despite moderating domestic economic data. US equities continued to move...
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Has Kraft Heinz's Ketchup Stained Corporate Bonds Red?

“All Good Things (Come To An End).” This 2006 number by Nelly Furtado (a Canadian-Portuguese singer, in case you need a reminder) seems apt when it comes to corporate bond markets these days. In this context, ‘good things’ alludes to the unconventional, ultraloose monetary policy unleashed by global central banks in the aftermath of the global financial crisis that began in 2008 The total outstanding nonfinancial global corporate debt touched....
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December Monthly Recap

December closed out a terrible fourth quarter, as concerns over slowing economic growth, rising borrowing costs, global trade tensions, and uncertainty around the change in control of the US House of Representatives all pushed investors to reconsider the risk in their portfolios and forced
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Holiday Funk - A Blue Water Investment Committee Commentary

Investors are wondering what in the world is going on with the stock markets that have turned the holidays into a sea of red?  And we’re not talking about Santa’s coat or the color of your holiday light display; rather it’s the stream of red ticker tape on Wall Street!  This holiday season has come and gone with investors’ agonizing over witnessing the stock market careen around like a ship in troubled waters. 
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