Market Commentaries

  • Last Week’s Markets in Review: Understanding Value-oriented Investments

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    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. ... Read More

  • Last Week’s Markets in Review: Where to Invest During an Economic Expansion

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    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. ... Read More

  • Last Week’s Markets in Review: Including Fixed Income Allocations in Portfolio Strategies

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    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.... Read More

  • Last Week’s Markets in Review: Economic Data Suggests More Growth is Ahead in 2021

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    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%.... Read More

  • Last Week’s Markets in Review: Will Earnings Again Surprise to the Upside?

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    Last week the three major U.S. stock market indexes, the S&P 500, Dow Jones Industrial Average, and NASDAQ Composite, all reached new record highs before a risk-off tone set in on Friday.... Read More

  • Last Week’s Markets in Review: Considering Developed International Stocks for 2021?

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    In economic news, initial jobless claims once again surprised to the upside with 965,000 people filing new unemployment claims, compared to the 790,000 that had been expected to file.... Read More

  • Last Week’s Markets in Review: New Year, New Opportunities

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    We recently flipped the calendar to a new year, however, 2021 has yet to offer a different tone than the chaotic year that was 2020. What it will offer, in our opinion, is new growth and potential income opportunities for investors to consider. We will highlight a few of those opportunities in this week’s update. ... Read More

  • Last Week’s Markets in Review: Considering Small-Cap Stocks for 2021?

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    As we leave 2020 thankfully behind and enter the New Year, a growing number of market prognosticators are calling for a rotation from U.S large-cap stocks to U.S. small-cap stocks. This view has only been reinforced by the convincing rally seen in U.S. small-cap stocks over the last few months. ... Read More

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