2023 marked an inflection point for markets with strong gains across both stocks and bonds.
Market CommentaryStocks enter correction territory as geopolitical risks escalate, rates continue to increase
Market CommentaryThere’s an actual chance here the Fed could stick the landing.
Market CommentaryThe S&P 500 has now notched three consecutive quarters of strong returns, beginning with the fourth quarter of 2022.
Market CommentaryStocks rebound in Q1, led by technology shares. Outlook - Cash for short-term, bonds and gold for medium-term, stocks for long-term.
Market CommentaryIn his spring budget for 2023 the UK chancellor Jeremy Hunt unveiled a major policy change surrounding pensions - the complete abolishment of the Lifetime Allowance (LTA)
Investor InsightsThe sell-off across stocks and bonds deepened in the third quarter as hope faded that monetary tightening would soon ease, sending bond yields soaring and leaving US stocks on track for their worst year since the 2008 financial crisis.
Market CommentaryAccelerating inflation and rising interest rates fueled months of risk aversion that sent markets sharply lower in the first half of the year. The relentless selling left few markets unscathed.
Market CommentaryWe believe that the US economy is now in the late stage of the business cycle.
Market CommentaryStocks accelerated their sell-off to start the week, before a remarkable mid-day turnaround, resulting in all US major indexes closing in the green.
Market CommentaryUS stocks saw a third consecutive year of strong performance, with major indexes closing 2021 near record highs.
Market CommentaryThe US Expected an Economic Takeoff. It Got a September Slowdown.
Market CommentaryVolatility has increased in markets, however we do not believe this should be reason for concern or warrant selling US equities and has been long overdue.
Market CommentaryUS consumer prices surged in April as the economic recovery picked up, reflecting surging demand as the pandemic eased and higher prices due to supply bottlenecks.
Investor InsightsTech stock selling intensified overnight as market-based inflation measures hit the highest levels in ten years ahead of tomorrow's key April CPI reading.
Market CommentaryThere has been a lot of chatter regarding Biden's proposed tax increases as he will address Congress on Wednesday. The speech could be accompanied by the release of Mr. Biden’s American Families Plan which is the second part of his infrastructure proposal and is likely to be accompanied by a new set of tax increases including taxes on capital gains, individual income, and estates.
Investor InsightsMonday was a historic day for US equities as major indices posted their biggest drop since the global 2008 financial crisis and the largest single-day point drop for the Dow Jones Industrial Average ever (-2,013 points or -7.79%). The S&P 500 plunged 7.6% and the Nasdaq dropped 7.3%.
Market CommentaryVolatility has dominated markets just one week before the US elections. Investors have been spooked by record high in COVID-19 infections in the US, fresh lockdowns in Europe that threaten economic growth, and a mixed bag of earnings from big tech.
Market CommentaryThe first month of 2021 was dominated by volatility as a wild battle between retail investors and hedge funds ensued.
Market CommentaryStocks have been off to a rocky start in 2021 due to a faster than expected rise in US interest rates. What does this mean for your portfolio?
Investor InsightsAfter the stellar returns in 2020 of US equity markets, we believe investors are starting to look outside of the US equity markets for investment opportunities and we see Emerging Markets (EM) being the clear winner in international markets.
Investor InsightsSmall-caps underperformed large caps by 33% from June 2018 through the March 2020 lows, as measured by the Russell 2000 Index; however, historically, small-caps have outperformed coming off major bear market bottoms and recessions. Small-caps are beginning to signal that this streak of underperformance might be ending, which begs the question, “Is now the time to buy small-caps?”.
Investor InsightsUS presidential elections can be tough on the nerves; however, the 2020 election appears to be the toughest in modern history. Politics can bring out strong emotions and biases, especially as we are amidst the most impactful pandemic in over 100 years.
Investor InsightsThe business cycle reflects the collective fluctuations in economic activity, which can be a determinant of sector performance and provide investment opportunity over the intermediate-term.
Investor InsightsIn this technology and media driven era, it can be difficult to stay focused on long term investment objectives with all the noise of short-term volatility in the markets. The most effective approach to reaching investment goals is to remain calm during market swings and to have a disciplined, mapped out course of action.
Investor Insightseric@wealthunite.com
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