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Crow Point Partners Blog

Welcome to Crow Point’s blog page. This is our opportunity to comment on a range of financial and general investing topics including market activity, interesting trends or data points. This is also where we will challenge commonly held investing shibboleths with hard data – myth-busting as we call it. We hope you enjoy it and we welcome your feedback.

About David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q2 2019

The Crow Point Liquid Alternative Funds posted mixed results during the second quarter of this year as the market endured fears of a trade related slowdown.  Market returns for 2Q19 were concentrated in higher quality investments, particularly US...

July 16, 2019 / by David Cleary, CFA

Q3 2019 Market Outlook

The resiliency of the US equity market again was evident in the second quarter of 2019.  The trade concerns of May faded quickly and the market rallied as the Federal Reserve and the European Central Bank both indicated easier monetary policy may be...

July 2, 2019 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q1 2019

After a difficult end to 2018, the Crow Point Partners Liquid Alternative Funds lineup posted very solid returns during the first quarter of this year.  In spite of weak investor sentiment and negative market volatility, Crow Point’s outlook going...

April 9, 2019 / by David Cleary, CFA

Q2 2019 Market Outlook

No truer words have ever been spoken, “And this too shall pass”.  Just three short months ago, many investors had concluded that the party was indeed over.  The constructive global economic environment that had been driving equity prices higher for...

April 1, 2019 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q4 2018

The Crow Point Partners Liquid Alternative Funds lineup struggled through the fourth quarter of 2018 as the environment for taking investment risk deteriorated sharply and somewhat unexpectedly as we entered October.  All the Crow Point funds...

January 15, 2019 / by David Cleary, CFA

Q1 2019 Market Outlook

The fourth quarter of 2018 was disappointing for investors as, seemingly overnight, economic and political risks increased resulting in a sharp correction of virtually all asset classes. On September 30th, US investors were enjoying the fruits of...

January 4, 2019 / by David Cleary, CFA

The Federal Reserve: What Me Worry?

So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019.  Reading the FOMC minutes from November and listening to Fed Chairmen Powell’s...

December 20, 2018 / by David Cleary, CFA

Elections, Policy, Trade and Markets

Now that mid-term elections are behind us, economic and investment decision makers can get back to business.  We will know soon how much of the October swoon was related to interest rate fears and how much was election related.  Given the market’s...

November 7, 2018 / by David Cleary, CFA

History Doesn't Always Repeat Itself but Sometimes It Rhymes

Way back in the spring of 2013, then Federal Reserve Chairman Ben Bernanke announced that the Fed bond buying program would come to an end. A global bond market panic ensued, interest rates moved sharply higher and ALL investment asset classes fell....

October 16, 2018 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q3 2018

The Crow Point Partners Liquid Alternative Funds lineup posted very strong performance results during the third quarter of 2018, exceeding return targets while maintaining overall low levels of portfolio volatility. The strategies have remained...

October 9, 2018 / by David Cleary, CFA
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