Search

X

Entries for 'Investment Research'

10
2018 Review: Exceptional Yet Volatile

Looking back at the start of 2018, analysts feared the economic expansion was nearing its end. It was common to hear the expansion was running on borrowed time as the economy grew closer to its longest expansion in history.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
10
Market Update - December 2018

Through December and much of the fourth quarter of 2018 investors had to contend with rising interest rates in the U.S., a sharp slowdown in Eurozone business confidence, weaker Chinese growth and rising trade war concerns.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
13
The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
10
Fuel Up (It May Not Last)

Prices at the gas pump dropped toward the lowest of the year as a result of the price of crude oil per barrel dropping for several months. 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
10
Market Update - November 2018

After a painful October, global stock markets (+1.4%) rebounded modestly in November. Bond markets also had positive returns for the month. In the final days of the month, Federal Reserve Chair Jerome Powell issued a statement that monetary policy was approaching neutral which fueled the market gains.  

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
16
Mutual Funds & ETFs: Which Vehicle Should You Use?

Mutual Funds or ETFs? Which one is right for you? Here are four elements to focus on when making that decision.

[Read the rest of this article...]

Mutual Funds, tax efficient investing, trading flexibility
Posted in: Article
Actions: E-mail | Permalink |
15
Capital Gains Distributions

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

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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. 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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. 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
Page 4 of 9First   Previous   1  2  3  [4]  5  6  7  8  9  Next   Last