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Entries for 'Investment Research'

15
Capital Gains Distributions

Mutual fund capital gains distributions are often misunderstood and can be an unpleasant surprise for investors with taxable accounts.

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15
Market Update - October 2018

From Hong Kong to New York, stock markets were slammed by a wave of fears about slowing growth, trade wars, and higher interest rates.

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17
GICS Changes

October 1st brought changes to the Global Industry Classification Standard (GICS) which defines sectors of the economy commonly used for grouping and comparing public companies. The changes are meant to reflect the ongoing integration of communications, media, and technology companies. 

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17
Market Update - September 2018

Global stocks were slightly positive for the month as both U.S. and International large cap stocks rose while small caps stocks were down both domestically and internationally. Bond returns were negative across the board with the exception of short‐term bonds which were up 0.1% in September. Global REITs and managed futures were down while commodities (+1.9%) posted a strong month and reinsurance continued to climb. 

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19
The Weather Has No Memory

The recent threat of Hurricanes Lane (Hawaiian islands) and Florence (East Coast) brings to mind the devastating hurricane season of 2017. It also brings up questions such as, “Does last year’s active hurricane season demonstrate an increasing trend of landfalling hurricanes? Does it make it more likely this year will be an active season?” Historical weather data illustrates the answer to both is “no.” 

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19
Market Update - August 2018

Headlines during August were focused on U.S. trade talks. Stock market returns were bifurcated as U.S. stocks rose and international stocks fell. Although not a big factor last month, international stock returns for U.S. investors in 2018 have been negatively impacted by the strengthening U.S. dollar, especially in emerging markets. Bond returns were positive in the U.S. and slightly negative for international bonds. Global REITs, managed futures, and reinsurance each rose in August, while commodities dipped into negative territory. 

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10
The Big Mac and the Power of Your Dollar

Foreign exchange rates often go unnoticed in day-to-day life, but they can play a sizable role in decision making at central banks around the globe and influence choices in large corporations, as well as impacting the returns on your investments. The Big Mac Index was developed by The Economist in 1986 as a simple methodology to value currencies around the world. This beginner's guide to currency valuation is actually based on the theory of purchasing-power parity.... 

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10
Market Update - July 2018

Global stocks charged ahead gaining 2.8% in July as all stock asset classes posted gains. U.S. large value stocks led the way with a 4.2% gain. Despite a positive month across the board, international stocks remain in the red year-to-date. Bonds were essentially flat during July, although inflation-protected bonds fell 0.5% in response to changes in inflationary pressures. 

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06
Which Lens Would You Choose?

Just as one would choose from different camera lenses to add to a camera body, Savant offers two additional “lenses” or ways for investors to view and implement a portfolio with a focus on different sets of values.

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03
2018 Mid-Year Update: Volatile Returns

So far, 2018 has been a year of ups and downs. Financial markets started the year off at a blistering pace with the S&P 500 and global stocks (MSCI All Country World Index) up 5.7% and 5.4%, respectively, in the month of January. However, in February we experienced the largest market correction in two years as the S&P 500 dropped 10.1% from its market highs. Since then, markets have struggled to regain the momentum shown towards the end of 2016 and all of 2017 as fears of trade wars and tariffs hampered returns. U.S. small cap is the top asset class year-to-date, while managed futures and most value stocks are struggling in negative territory (see value stocks discussion). Despite markets not finding themselves far from where they started the year, there still remains optimism for the U.S. economy which is firing on all cylinders.

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