Q1 Quarterly Commentary


Location Date: 
May 9, 2014
Content: 

If you are looking for some weekend reading material, I invite you all to have a read through our first quarterly letter of 2014. Here we focus on the macro issues which factored into the inevitable consolidation of the equity market from a strong 2013. These include: the horrible winter weather which plagued North Eastern North America, the sell-off in emerging markets, the Chinese corporate defaults/debts and the introduction of increased consumption taxes in Japan. Lastly, we cannot ignore the effects that the hostile geo-political tensions between Russia and Ukraine have caused on the economy. As always, the letter concludes with a quarterly recap on our Arrow solutions. Hope you enjoy reading it. 

Happy Friday!