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Lifted by a steady stream of positive economic data, strong corporate earnings, and robust sentiment, global equity markets ended 2017 on a high note with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices posting double digit gains of 21.8%, 25%, and 37.3%, respectively. Stimulus programs and pro-growth policies instituted in the wake of the global economic crisis pushed economic activity to new heights. In its most recent...

The third quarter was marked by evocative political headlines and a series of highly destructive and tragic hurricanes hitting the Gulf Coast, Florida, and Puerto Rico. However, these all did little to dampen investors’ enthusiasm for risk taking. Global equity markets ended the period on a high note with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices gaining 4.5%, 5.4%, and 7.9%, respectively. Markets reacted positively to...

Predicting the impact of macro factors is one of investing’s greatest temptations. Turn on the news and topics like commodity prices, interest rates, and currencies are being discussed constantly, with pundit after pundit confidently offering commentary on how these factors are going to impact equity markets. And in the short term, sometimes they get it right. When Hurricane Harvey hit Texas and it became clear that major production and refinery...

FOR IMMEDIATE RELEASENew York, NY, October 24, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Research Analyst Andrew Siwo will be serving as a panelist at the 21st Annual NASP-New York Symposium. The symposium is organized by the National Association of Securities Professionals - New York Chapter and will be held November 17, 2017 at BNY Mellon...

Colonial Consulting Senior Research Analyst to Speak at Institutional Investor RoundtableFOR IMMEDIATE RELEASENew York, NY, August 30, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Senior Research Analyst Andrew Siwo will be leading a panel discussion at Institutional Investor's Roundtable for Consultants & Institutional Investors to be held at the Four Seasons Hotel in Chicago between October 4 and 6,...

Markets around the world ended the quarter on a high note, with the S&P 500, MSCI EAFE, and MSCI Emerging Markets Index appreciating 3.1%, 6.1%, and 6.3%, respectively. Investors’ appetite for risk assets continued and volatility reached record lows as they shrugged off concerns about politics, equity valuations, and lingering debt issues. In the US growth remained steady. There were incremental improvements in employment and earnings. Additionally, small business sentiment...

In the first quarter, almost all major markets posted gains; the S&P 500, MSCI EAFE (USD), MSCI EM (USD), and Merrill Lynch High Yield Bond Index appreciated by 6.1%, 7.2%, 11.4%, and 2.7%, respectively. Global markets appeared to be buoyed by an unflappable sense of optimism with regard to future growth; persistent concerns such as the Brexit, political uncertainty, diverging monetary policy, and stagnant growth gave way as investors chose...

We know great innovation when we see it. It creates the sensation of the never-before conceivable, a new idea that seems inevitable once it’s revealed but was almost unimaginable prior to its creation. Innovation, a word first used in the 15th century, refers to the act or process of introducing new ideas, devices, or methods, but we know it as an intention to not just improve the prior generation of...

It was 2013 and Marc Lore, co-founder of Diapers.com parent Quidsi, was anxious for a new venture. He had recently left Amazon, which had purchased his company for $545 million in 2010 after an escalating price war that Lore ultimately concluded he couldn’t win. He was in New York, having lunch with an investor from the well-known venture firm Accel Partners, when he pitched his new idea – an online...

Colonial Consulting Senior Research Analyst to Make Broad Contributions to Firm's MRI Investment Due Diligence ProcessFOR IMMEDIATE RELEASENew York, NY, August 1, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Andrew Siwo has joined the firm as Senior Research Analyst. Mr. Siwo will be contributing to the firm's research process and provide support to the Chief Investment Officer...