Investment Strategy Insights

Connecting the Dots of Media Hype and Market Panic

Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...

An Alternative Perspective on Economic Risk: How Economic Shocks Impact Twenty S&P 500 Stocks

By measuring and understanding sensitivities to economic changes, financial advisors can avoid investing or not investing in companies just because these companies fall or...

An Alternative Perspective on Economic Risk: How Economic Shocks Impact Twenty S&P 500 Stocks

By measuring and understanding sensitivities to economic changes, financial advisors can avoid investing or not investing in companies just because these companies fall or...

Despite the Headlines, Volatility Presents a Buying Opportunity for Long-Term Investors

What a wild week in equity markets it was. Markets took the escalator up over the last five months and took the elevator down...

Credit Expert Discusses Coronavirus Impact and Investment Opportunities

This week has brought incredible single day moves in financial markets — the largest in a couple of years. The chief culprit is the...

What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach

Despite being practically nonexistent 20 years ago, hybrid golf clubs are now used by most professional golfers, regularly part of a golfer’s set, and in two-thirds of golf iron sets sold today.

Brands Expert Comments on Whether the Stock Market is Immune from the Coronavirus

As I’ve said in many of these missives, there is always something to worry about. I get paid to look for the obvious punch as well as where the sucker punches may come from. Recently, we have a new brick to add to the “wall of worry”: the coronavirus outbreak.

Trade War Update: Ag Exports Are Up. What Stocks Are Impacted?

In the trade war, China targeted the U.S. farmers, who represent a sizeable voter base for President Trump, with its own tariffs on American farm products including soybeans, corn, cotton, and more. Now, the war is winding down, and U.S. ag exports are up. It’s time to start counting the winners and losers.

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Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.