Colonial Consulting ® provides insights and analysis on current conditions and challenges, market environment, and industry trends.

 

In addition to the publications we provide here, our clients receive pro-active advice and in-depth, forward looking analyses that result from our consulting expertise and comprehensive research activities.

 

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  • After a breakneck start to the year, equity markets retreated to end the quarter with the S&P 500 and MSCI EAFE posting declines of 0.8% and 1.5%, respec-tively, and the MSCI EM Index posting a gain of 1.4%. Volatility returned with vigor, as the S&P 500 recorded 23 daily moves of plus or minus 1% during the quarter, compared to a total number of eight moves in 2017....

  • 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......

  • 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......

  • During the past 17 years, managers of endowment and foundation investment assets have experienced more than their share of events impacting their ability to achieve their investment goals. The dotcom bubble saw the NASDAQ rise 580% between 1995 and 2000 before declining by 87% over the next two years, triggering a bear market in which the S&P 500 declined 49% from its peak. This was followed in 2008-09 by the......

  • Since our inception over 30 years ago, Colonial Consulting has pursued one simple goal: providing exceptional investment advice and services via our nondiscretionary advisory model. Over the past decade, much of our industry has migrated to a discretionary (sometimes called Outsourced Chief Investment Officer or “OCIO”) model while we’ve elected to maintain our original focus. Yet, we have also observed a trend in which a greater number of clients are......

  • 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......

  • 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......