David Cohen

Dave Cohen is Cofounder of Bryant Avenue Ventures, an index provider which is implemented in a targeted distribution strategy at Strategy Shares. He previously served as Managing Director of Product Development at Guggenheim Investments. Dave is a product development executive with more than 20 years of experience creating successful financial products across a variety of asset classes and investment vehicles.

November HANDLS Market Recap: Return of the Bulls?

Financial markets rallied across the board in November, with the Core Equity Large Cap Equity category returning 5.5% for the second month in a row. Unlike in October, fixed-income markets joined the rally, with the Core Fixed Income category rebounding 3.7%

October Market Recap from HANDLS Indexes: October Rebound

After a tumultuous September, the equity markets rebounded in October, with the Core Large Cap Equity category delivering a healthy 5.5% return. Rising interest rates continued to push bond prices down, however, and the Core Fixed Income category lost 1.2%.

October Market Recap from HANDLS Indexes: October Rebound

After a tumultuous September, the equity markets rebounded in October, with the Core Large Cap Equity category delivering a healthy 5.5% return. Rising interest rates continued to push bond prices down, however, and the Core Fixed Income category lost 1.2%.

September Market Recap from HANDLS Indexes: Stormy September

Markets picked up in September where they left off in August, with rising interest rates wreaking havoc on stocks and bonds alike. For the month, the Core Large Cap Equity category returned -10.1% while the Core Fixed Income category lost 4.2%.

August Market Recap from HANDLS Indexes: In Like a Bull, Out Like a Bear

Markets enjoyed a strong start to August, continuing a rally that saw rising asset values across the board in July. Alas, the second half of the month proved more challenging for investors, with prices of stocks and bonds suffering steep declines. For the month, the Core Large Cap Equity category re-turned -4.7% while the Core Fixed Income Category came in at -2.9%.

August Market Recap from HANDLS Indexes: In Like a Bull, Out Like a Bear

Markets enjoyed a strong start to August, continuing a rally that saw rising asset values across the board in July. Alas, the second half of the month proved more challenging for investors, with prices of stocks and bonds suffering steep declines. For the month, the Core Large Cap Equity category re-turned -4.7% while the Core Fixed Income Category came in at -2.9%.

July Market Recap from HANDLS Indexes: A Ray of Sunshine in a Bleak Year

Markets shook off the 2022 doldrums in July, with every income-oriented asset category tracked by HANDLS In-dexes gaining positive returns. MLPs rebounded from a dismal June to return 12.7% for the month of July, bring-ing year-to-date return to 23.5%. With the Utilities category gaining 5.4% in July to bring its year-to-date returns to 5.0%, MLPs and Utilities are the only categories to have earned positive year-to-date returns through July.

Don’t Fight the Fed

Investors concerned about the prospect of future interest rate hikes by the Federal Reserve may find it beneficial to review the historical performance of balanced portfolios during previous periods of rising interest rates.

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