August 8, 2017
L&S Risk Pulse™ Score Medium + Core economic indicators are healthy, but markets indicate potential near-term volatility and/or mild correction. Valuations are trending high. L&S Risk Pulse™ Insights – “The Song Remains the Same” General Comments At L&S, we are… Read More
June 13, 2017
General Comments Political risks remain high, as do geopolitical risks, but overall economic risks seem fairly low. Credit spreads are low and show very little signs of stress or excess. Clients ask us about the longevity of this recovery, and… Read More
April 17, 2017
Last month we commented that we thought the market was due for a pullback. Markets were flat or down very modestly during March, but we do think that risks have risen over the past month, and we did increase our Risk Pulse™ from Medium+ (4 out of 10) to Caution (5 out of 10).