Market Trends & Outlook

The AI Revolution. A Repeat Of History.

The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

April HANDLS Market Recap: Calm Under Fire?

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

April HANDLS Market Recap: Calm Under Fire?

Despite a banking crisis that occupied the attention of the financial world in April, the broad securities markets turned in a ho-hum performance during the month. The Core Large Cap Equity category delivered a 0.9% return, driven by strong returns in dividend-paying equities. Meanwhile, the Core Fixed Income category generated a 0.6% return in April.

Instant Fed Reaction – Fed Raises Rates 25 bps; Pause Ahead?

Following the Federal Open Market Committee’s decision to raise interest rates 25 bps this afternoon, Leland Abrams, portfolio manager of a fixed income fund, provided his initial market insights.

Newsletter

Don't miss

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.