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Market Outlooks
Vlog: Quarter-end Q&A 1Q2021
Tim Holland, CFA, Chief Investment Officer, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter.
Market Outlooks
Weekly Macro Update: With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.
Market Outlooks
Weekly Macro Update: How to Invest in the “Best of All Possible Worlds”
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Markets should worry less about inflation and more about government investment that produces higher rates of sustainable growth.
Market Outlooks
Revisiting Our Bear Market Bottom Checklist
After dropping 35% from its February 19, 2020 peak of 3,393, the S&P 500 bottomed out on March 23, 2020 at 2,192, ending a selloff that included the quickest bear market in the history of the index.
Market Outlooks
Forget The Fox…What Do The Dots Say?
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“What does the fox say?” got me thinking about last week’s Federal Reserve meeting and “What do the dots say?”
Market Outlooks
Don’t Call It A Comeback
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Despite a down day Friday, it was a good week for the tech-heavy Nasdaq Composite, with the index up more than 3% for the week.
Market Outlooks
Weekly Macro Update: The Future of Money May Come Sooner Than You Think
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The pandemic delivered a boost to cashless commerce, but fresh designs for digital money will disrupt far more than coins and bills.
Market Outlooks
Weekly Macro Update: A Pessimist's Guide to the Rest of the Year
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The base case is bright in spite of recent market jitters, but we’re watching 10 numbers that would signal a darker turn.
Macroeconomic & Geopolitical
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
Last week, as the stock market came under pressure, Federal Reserve Chairman Powell testified to Congress that the Fed could, and would, remain exceptionally accommodative on the monetary policy front.
Market Outlooks
Weekly Macro Update: Who Will Balance the Budgets?
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It’s not today’s problem, but it’s a question investors will start asking more often as the Republican Party confronts its identity crisis.
Market Outlooks
Weekly Macro Update: How Will Europe Tackle the Biggest Question of the Year?
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Besides the rollout of vaccines that will save us from life inside four walls, we will know how governments want to handle the bill of the pandemic.
Fixed Income Insights
“No Jules, It’s High-Yield Bonds”
If you think back on Wall Street in the ‘80s, a few things come to mind: the ‘87 Crash (the S&P 500 was up that year), a secular bull market, interest rates in the teens, the movie Wall Street, corporate raiders and junk bonds.