Investment Insights

Monthly Markets Memo - December 2016

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

It’s beginning to look a lot like Christmas.  Over the past month we’ve seen different parts of the markets make the naughty or nice list.  U.S. equities indices continue to rally, hitting all-time highs, on the prospects of a Trump Administration bringing about higher growth and lower taxes through new policies and initiatives.

Market Minute - December 8, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Inflation and Financial Markets

The financial markets have been processing the election results for almost a month now and there have been some notable moves.  We’ve seen sector rotation in the equity market from utilities and consumer staples to more cyclical areas including industrials and financials.  In the bond market, the yield on the 10 year U.S. Treasury has moved up sharply above 2%. This move reflects a change in expectations for GDP growth and inflation.  Inflation has been extremely low since the financial crisis and the market is now starting to reflect higher expectations in the future given the potential large increases in government spending through infrastructure.

Monthly Markets Memo - November 2016

World Money Small.jpgby Dan Zalipski 

Market Update

Well, that was unexpected.  Against all consensus expectations and forecasts, Donald Trump has been elected as the next President of the United States.  The market, expecting a Clinton victory, took notice.  Prior to the election, the month of October was somewhat unusual.  The market seemed less concerned with economic reports and earning releases and seemed to be trading at the mercy of the upcoming election.

Market Minute - November 16, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Market Volatility

Market volatility has been a popular topic among investors this year.  To start 2016, the S&P 500 lost 8% in the first two weeks for its worst start in history.  Then climbed its way back to only experience another surprise with the Brexit vote in June.  Looking forward, the potential volatility from the results of the presidential election last week have probably only begun to work their way through the financial markets.  This will take time as specific details emerge regarding policies and regulations.

Monthly Markets Memo - October 2016

World Money Small.jpgby Dan Zalipski 

Markets Update

Another quarter comes to a close as September rolls off the calendar.  The S&P ended the month flat while both the international developed and emerging markets (MSCI EAFE & MSCI EM Indices) each added approximately 1.2%. 

Market Minute - October 19, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
2016 Election & Markets

As the U.S. presidential election nears, investors are contemplating the potential outcomes and the impact on the financial markets.  Given the nature of this year’s election, emotions are running high and may spill over into the market resulting in some short term volatility, regardless of which candidate wins. While the headlines and uncertainty are increasing it is important to take a step back and put it in perspective by maintaining a long term view.  

Market Minute - October 6, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Opportunity in Fixed Income Markets

As our team seeks opportunities in today’s markets, one thing we feel is becoming necessary is to widen the scope and seek out less traditional sources of income.

Monthly Markets Memo - September 2016

World Money Small.jpgby Dan Zalipski

Markets Update

One year ago the Chinese made a move to devalue their currency resulting in a surge of volatility within the markets that seemed to linger throughout the remainder of 2015.  In stark contrast to those events, this past August was relatively quiet. 

Market Minute - September 16, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Emerging Market Debt

The bond market has been a popular topic of discussion this year as low yields persist worldwide.  

Market Minute - August 26, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Investing in Growth

As the market and economy continue to grind forward, many investors this year are looking for income in defensive sectors such as utilities and consumer staples. 

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