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Market Commentary

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11
Do Bonds Still Have a Role in Your Portfolio?
Some may be wondering if bonds still have a role in their portfolios due to the concern of rising interest rates.  This excerpt from Savant’s first-quarter newsletter covers the topic with six main points.

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04
Savant’s Perspective on High-Frequency Trading

High-Frequency Trading, a term previously unknown to the general public, burst onto the national scene in a big way this past Sunday night. CBS’s 60 Minutes aired an interview with Michael Lewis, a former bond salesman turned financial journalist whose new book, Flash Boys, details high-frequency trading and its effects on the market. This is a fairly complicated issue, so we would like to share our perspective. Hopefully the attention from the media and Mr. Lewis’s book can spur regulators to analyze the current rules governing equity trading to ensure a fair and efficient market.

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27
Our Thoughts on Leadership Changes at PIMCO

PIMCO, a $2 trillion bond manager, is the manager of several bond funds we utilize in Savant’s model portfolios (PIMCO Real Return, PIMCO Commodity PLUS, PIMCO Foreign Bond, PIMCO Total Return III, PIMCO Low Duration III). Recently PIMCO announced that their CEO and co-Chief Investment Officer, Mohamed El-Erian, will be leaving the firm, which is a significant change in leadership. The stated reason for El-Erian’s departure is personal. At this time there is no information as to what he will do next, other than he will still sit on the management committee for Allianz, the parent company of PIMCO. The co-founder of PIMCO, Bill Gross, will remain the sole Chief Investment Officer (CIO) and has no plans to retire soon.

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23
What Happened in 2013?

A brief look back at some of the political, economic, natural, and societal events that shaped the year 2013.

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17
Monthly Market Update - December 2013
Summary The U.S. stock market punctuated an extraordinary year of gains with a 2.5% jump in the S&P 500 Index in December. Despite headlines o...

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04
Happy Birthday Federal Reserve – 100 years old
December 23, 2013 will mark the 100th year for the U.S. Federal Reserve System which was created in 1913 when President Woodrow Wilson signed the Fede...

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15
Country Briefing | The Many Facets of China
It can be a challenge to capture the many facets of a country with historical records reaching back into the realm of legend (5,000 years ago) and one...

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Investment Research
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15
The Good, The Bad, & The Ugly (in the U.S.)

At the time of this writing, the government is on its 14th day of a partial government shutdown, and there appears to be little progress toward an agreement on the debt ceiling. As investors we have no control over the outcome! We are forced to sit tight and watch the seemingly juvenile behavior of politicians. As there have been no outcomes yet, we can only share some thoughts on what we see as the good, the bad, and the ugly as things stand today.

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18
The Little Engine That Could
There will always be mountains, big and small, that present challenges as we invest throughout our lifetimes. As individuals we are small relative to the global capital markets and just as the "little engine that could" never gave up, we as investors should never give up or completely stop investing if we get discouraged or scared. Sometimes we need encouragement or a glimpse of the light at the end of a tunnel to get us through worrisome times.

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