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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: Understanding Value-oriented Investments
In week's past, we've discussed the connection between value-oriented stocks and economic expansions. We noted that stocks typically viewed as expressing value characteristics have historically outperformed the broader market during periods of economic expansion. As such, we thought it would be useful to define the elements that usually represent value stocks, discuss some of the behavioral factors that have offered justifications for value's outperformance over growth in the past, and expand on the rationale supporting a preference for value stocks during an economic expansion. ...
02-22-2021 | READ POSTLast Week’s Markets in Review: Where to Invest During an Economic Expansion
Like a bear emerging from hibernation, the global economy is reawakening with vigor and energy following a relatively short but significant slumber in 2020. After a brief recessionary period in 2020 in which the U.S. economy contracted by 3.5%, a Bloomberg survey of 78 Wall Street economists indicates that the U.S. economy could expand by 4.7% in 2021. ...
02-16-2021 | READ POSTLast Week’s Markets in Review: Including Fixed Income Allocations in Portfolio Strategies
Many may recall, or even still hear, rally cries to abandon fixed-income investments, suggesting that the actions taken by the world's major central banks to artificially maintain historically low interest rates has made the asset class uninvestable....
02-08-2021 | READ POSTLast Week’s Markets in Review: Economic Data Suggests More Growth is Ahead in 2021
Starting with Gross Domestic Product (GDP), in the first reading for 4Q20 we saw a second consecutive quarter of economic expansion. The reported 4% growth rate came in just below consensus estimates of 4.2%....
02-01-2021 | READ POST
