Tag: equities

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July HANDLS Market Recap: Equities Continue to Run

Equity categories that make up the Nasdaq Dorsey Wright Explore portion of HANDLS Indexes generally outperformed the fixed-income categories, with MLPs leading the way with a 6.4% return for the month.

June HANDLS Market Recap: Return of the Equities

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

June HANDLS Market Recap: Return of the Equities

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

In the Real World, We Love When Great Merchandise Goes on Sale. In the Investment World, Sales Can Offer Money-Making Opportunities.

We know intuitively, buying great merchandise on sale is something consumers love. Ironically, in the investment business, when great stocks go on sale, investors tend to freeze or sell. That’s a mistake.

Navigating Volatility: Portfolio Allocation Insights for Concerned Investment Advisors

Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.

The Jackrabbit Case: Navigating the Ups and Downs of the Market

When we think about the stock market, we often assume that it moves in a linear fashion. Up or down. However, there are times of uncertainty that the market reacts like a jackrabbit – bouncing up and down, all around.

The Jackrabbit Case: Navigating the Ups and Downs of the Market

When we think about the stock market, we often assume that it moves in a linear fashion. Up or down. However, there are times of uncertainty that the market reacts like a jackrabbit – bouncing up and down, all around.

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