Market Commentaries
Last Week’s Markets in Review: Timing the Markets vs. Time in the Markets
08-02-2021 |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. ... Read More
Last Week’s Markets in Review: Factoring in Quality to Equity Portfolios
07-26-2021 |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.... Read More
Last Week’s Markets in Review: Key Updates on Inflation and Earnings
07-19-2021 |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. ... Read More
Last Week’s Markets in Review: A Barbell Approach to Investing in Stocks
07-12-2021 |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. ... Read More
Last Week’s Markets in Review: The Winners and Losers of the 1st Half of 2021
07-06-2021 |Through the first half of 2021, investors have captured exceptional returns in various areas of the market as the global economy continued its recovery from the COVID-19 pandemic. As we enter into the second half of the year, we thought it appropriate to revisit some of our original Top 10 Investment Themes for 2021 and see who the winners and losers have been during the first six months of the year... Read More
Last Week’s Markets in Review: Will More Government Spending Help or Hurt the Economy?
06-28-2021 |Over the past few weeks, the headlines across nearly every major market news platform have revolved around inflation, interest rates, and the dissection of each word spoken by Federal Reserve members of the Federal Open Market Committee (FOMC). ... Read More
Last Week’s Markets in Review: Is the Fed Right on Inflation?
06-21-2021 |Regarding interest rates and bond-purchase tapering, the Federal Reserve (“Fed”) is not currently taking action and there has not been material messaging on plans to do so in the immediate future. ... Read More
Last Week’s Markets in Review: Supply/Demand Dynamics of the Jobs Market
06-14-2021 |On Tuesday, the U.S Bureau of Labor Statistics released the April 2021 Job Opening and Labor Turnover Summary, also referred to as JOLTS. The release showed an astonishing 6% rise (vs. the median forecast of -1%) to the job opening level reaching a total of 9.3 million openings ... Read More