Market Trends & Outlook

Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

Learning from Past Market Correction Modes

Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.

Learning from Past Market Correction Modes

Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.

Perspectives on the Coronavirus for Financial Professionals

It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...

Perspectives on the Coronavirus for Financial Professionals

It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

The Virus That’s Plaguing the Market

As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...

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