Providing consistent, meaningful
communication to clients

RESEARCH

As part of our client communication activities we have provided the following research and insight.

Monday, April 30th, 2012
What a difference three months makes! In 2011, equity markets were mired by excessive volatility and concerns over the stability of global financial systems due to a festering European...
Thursday, February 23rd, 2012

Despite the risk of putting ourselves out there, we are pleased to present Pathlight's annual Outlook, version 2012.  We believe that the process of cultivating our ...

Friday, January 20th, 2012
In no uncertain terms, 2011 was a difficult year to be an investor.  It was a year in which more people "got it wrong" than "got it right." ...
Tuesday, October 11th, 2011
Some things are just better when they're over--a root canal, an IRS audit, your kid's college tuition payments.  Adding one more thing to that list of not-so-enjoyable...
Thursday, July 21st, 2011

If you paid attention to the markets and global events this quarter, you may have sensed a strange feeling . . . Déj...

Wednesday, April 27th, 2011

So many newsworthy and important events took place in the first quarter it’s hard to decide where to begin. In reviewing the list, one could naturally conclude that the global economy, its...

Thursday, April 7th, 2011

One of the major themes dominating the news cycle right now is the rise in oil prices...

Friday, February 11th, 2011

In Pathlight's 2010 Outlook we highlighted three concerns that were plaguing investors' psyches and which led to an overwhelmingly negative view of the economy and markets. ...

Thursday, January 27th, 2011

At the time of this writing, we find ourselves in an interesting position.  Many economists, strategists, and pundits are changing course and beginning to share our positive...

Thursday, October 21st, 2010

The third quarter of 2010 took investors for a roller coaster ride with ups in July and September (S&P 500 +6.9%, +8.8%) and downs in August (S&P 500 -4.7%).  Upon exiting the third...