Stocks 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?
Stocks enter correction territory as geopolitical risks escalate, rates continue to increase
The first month of 2021 was dominated by volatility as a wild battle between retail investors and hedge funds ensued.
After 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.
More than $12 trillion in value was erased from the U.S. stock market in 2022.
Small-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?”.
The 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.
More than 10m individuals in the UK with traditional final salary-style retirement benefits would be £30,000 worse off under proposals to change the way annual pension increases are calculated, according to new analysis.
US stocks saw a third consecutive year of strong performance, with major indexes closing 2021 near record highs.
The US Expected an Economic Takeoff. It Got a September Slowdown.
Stocks rebound in Q1, led by technology shares. Outlook - Cash for short-term, bonds and gold for medium-term, stocks for long-term.
There 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.
The S&P 500 has now notched three consecutive quarters of strong returns, beginning with the fourth quarter of 2022.
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View our Terms & Privacy Policy2023 marked an inflection point for markets with strong gains across both stocks and bonds.
Stocks enter correction territory as geopolitical risks escalate, rates continue to increase
There’s an actual chance here the Fed could stick the landing.
The S&P 500 has now notched three consecutive quarters of strong returns, beginning with the fourth quarter of 2022.
Stocks rebound in Q1, led by technology shares. Outlook - Cash for short-term, bonds and gold for medium-term, stocks for long-term.
More than $12 trillion in value was erased from the U.S. stock market in 2022.
The 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.
Accelerating 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.
We believe that the US economy is now in the late stage of the business cycle.
Stocks accelerated their sell-off to start the week, before a remarkable mid-day turnaround, resulting in all US major indexes closing in the green.
US stocks saw a third consecutive year of strong performance, with major indexes closing 2021 near record highs.
The US Expected an Economic Takeoff. It Got a September Slowdown.
Volatility 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.
Tech stock selling intensified overnight as market-based inflation measures hit the highest levels in ten years ahead of tomorrow's key April CPI reading.
While there may be more meaningful risk factors than usual at the moment, it can also be risky to take a defensive stance while rates remain low and the fiscal and monetary stimulus doesn’t show signs of slowing. A major potential of an infrastructure bill is bullish for equities and especially industrials. Cash is usually held for safety, but equities historically provide the greatest insulation from inflation.
The first month of 2021 was dominated by volatility as a wild battle between retail investors and hedge funds ensued.
Throughout 2020, our market analysis and recommendation have been based on a research report we wrote on March 27th, "Seeking Opportunities in Business Cycles". Our investment analysis has proved to be highly successful in a year riddled with fear, volatility, and uncertainty. We have correctly identified current stages of the business cycle as well as recommending the best performing equity indexes in both Q4 and for 2020 full-year.
Volatility 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.
US equity markets finished their second straight quarter of big gains. The market’s run extended a historic and rapid recovery that few predicted in the depths of the March downturn, the likes of which we have never seen before.
Monday 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%.
In 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)
US 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.
There 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.
Stocks 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?
After 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.
Small-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?”.
US 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.
More than 10m individuals in the UK with traditional final salary-style retirement benefits would be £30,000 worse off under proposals to change the way annual pension increases are calculated, according to new analysis.
The 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.
In 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.
Don't worry, we wont bombard you with emails.
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