Yearly Archives: 2021
Last Week’s Markets in Review: What Should Investors Expect in Q2?
04-05-2021Amid the volatility and speculation, the S&P 500 closed the quarter up 6.17%. ... Read More
Last Week’s Markets in Review: The Factors That May Impact Economic Growth in 2021
03-29-2021For those of us actively involved in analyzing and accessing macro-economic trends, we often assume that the concept of the expansionary phase of the economic cycle following the recessionary phase is common knowledge. ... Read More
Last Week’s Markets in Review: Are Markets Buying What the Fed is Selling?
03-22-2021The Fed sees an increase in inflation from these factors as transient, and they would exercise patience before making material changes to their interest rate policy. ... Read More
Last Week’s Markets in Review: Asset Classes That Can Help Hedge Inflation
03-15-2021While we're not overly concerned about near-term inflation, we understand that some may be which is why we recommend taking a moment to evaluate your portfolio's exposure to the asset classes discussed above ... Read More
Last Week’s Markets in Review: The Impact of Interest Rates on Equities
03-08-2021Market volatility and media attention over the last few weeks have revolved around higher interest rates. While the Federal Reserve has essentially anchored the short-end of the curve for the foreseeable future, longer-dated treasuries have moved significantly ... Read More
Last Week’s Markets in Review: Dividend-paying Stocks Offer Growth and Income Potential
03-01-2021Investors who follow equity research firms or financial media outlets are familiar with commonly cited statistics on stock indexes or individual companies, such as historical price performance or 12-month price targets. ... Read More
Last Week’s Markets in Review: Understanding Value-oriented Investments
02-22-2021In 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
02-16-2021Like 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