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Top 10 Investment Themes for 2021
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
12-21-2020 | READ POSTRemaining 2020 Market Outlook – Leading up to Election Day and Beyond
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
10-20-2020 | READ POSTLearning from the Ups and Downs of the Stock Market
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
05-27-2020 | READ POSTKeeping Perspective
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
03-03-2020 | READ POST
Market Commentaries
Last Week’s Markets in Review: Timing the Markets vs. Time in the Markets
As professional asset managers, one of the most common questions we hear is, "is now the time to"…?" with an array of options such as "buy" or "sell" to fill in the blank. ...
08-02-2021 | READ POSTLast Week’s Markets in Review: Factoring in Quality to Equity Portfolios
Last week started on a heavy risk-off tone. On Monday, the S&P 500 fell 1.6%, the CBOE Volatility Index spiked, and Treasuries rallied over concerns of the COVID-19 delta variant posing a risk to global growth....
07-26-2021 | READ POSTLast Week’s Markets in Review: Key Updates on Inflation and Earnings
The report showed CPI had risen by 5.4% over the past 12 months, representing the largest jump in the index since August of 2008. ...
07-19-2021 | READ POSTLast Week’s Markets in Review: A Barbell Approach to Investing in Stocks
This resurgence has led many to question whether a lasting growth to value rotation will occur in 2021 and how to position portfolios accordingly. In the context of a strengthening U.S. economy with favorable growth prospects, we are bullish on equities overall at this stage of the economic cycle. ...
07-12-2021 | READ POST
