Dynasty Private Wealth

Market Moves

May 5, 2017

The Dynasty Economic & Market Outlook

The global economy is growing slowly but positively. The primary risks remain geo-political (e.g., the French elections or North Korea). It is always difficult to handicap Donald Trump and his agenda (and both supporters and detractors have been wildly wrong about his success at different times), but recent movement on healthcare reform and anticipation about [...]

Read More...

March 8, 2017

The Dynasty Economic & Market Outlook

The global economy is growing. Manufacturing is expanding in most developed markets and in China. GDP growth is slightly to modestly positive in most major economies, and global inflation is approaching more healthy levels. The primary risks to that growth continue to be geopolitical (to which we assign a low to modest probability of occurring) [...]

Read More...

February 7, 2017

Market Moves with Mike Brown and Brian Flynn – January 2017

While we are generally constructive about the global economy and overall market performance, the public markets are not cheap and we expect mid to upper mid-single digit performance for globally diversified portfolios. Below are a few comments for 2017: The global macro-economic environment is positive but still somewhat fragile-although the largest risks appear geopolitical rather [...]

Read More...

June 27, 2016

Brexit: Let Other Investors Panic

We are somewhat surprised, but not shocked by yesterday’s 52% – 48% decision by British voters to leave the Eurozone (EU). Surprised, because in other recent votes of this nature (Scottish independence, the bailout of Greece, etc.) voters and politicians agreed (perhaps reluctantly) to maintain [...]

Read More...

May 24, 2016

Thoughts from our CIO, Scott Welch…

This is an interesting time for the US (and global) economy. You could find an almost infinite number of economists to support either side of the title statement. To say we are in the “uncertain zone” is to understate the current state of affairs and, if anyone tells you they know where we go from [...]

Read More...