Featured

In this blog post, I want to discuss the virtues of being more active with regard to asset allocation decisions. In up-trending bull markets, a buy and hold approach for clients is fine, but when markets turn to sideways or are down biased, a more active allocation approach is warranted if one desires a better return and risk profile.

In this blog post, I want to discuss the virtues of being more active with regard to asset allocation decisions. In up-trending bull markets, a buy and hold approach for clients is fine, but when markets turn to sideways or are down biased, a more active allocation approach is warranted if one desires a better return and risk profile.

In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the country. It becomes egregious when you layer on the large debt pile and often misleading numbers coming from the Chinese government.

In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the country. It becomes egregious when you layer on the large debt pile and often misleading numbers coming from the Chinese government.

In this second installment of the quarterly roundtable, Michael Schoonover, Chief Operating Officer of Catalyst Capital Advisors LLC and Rational Advisors, Inc. asked these leading advisors to provide their unique perspective on some of the key issues and challenges facing FAs and their clients in these unprecedented times and financial market environment.

We recently saw the primary driver of the U.S. economy, Personal Consumption Expenditures (PCE) plummet by the most on record. That’s what happens when 320 million people aren’t supposed to go out of their houses much and most physical stores are closed by the state and federal government.

The first quarter was challenging for risk assets in general as investors wrestled with the economic impacts of the COVID-19 driven shutdown. The S&P 500 was down -20% in 1Q for the biggest quarterly decline since 2008.