Tuesday, March 5, 2019

Investment Perspectives: Weakening Dollar, Fixed Income Exposure, and Potential Stock Gains

Key Takeaways
  • A weakening U.S. dollar could be a sign of improving global economic conditions. 
  • Criteria to consider when deciding between fixed income exposure via mutual fund/ETF or individual bonds.
  • The market pushing higher in the first two months could mean potential gains. 

Tuesday, December 18, 2018

Outlook 2019: Seeing the Picture When the View is Less Than Clear

The outlook is complex with a myriad of issues that can influence the economic setting and financial market behavior. Much depends on the evolution of interest rates, trade, and the global economy.

Wednesday, November 7, 2018

Investment Implications of Midterm Election Results

History shows that economy and Federal Reserve monetary policy are much more important to investors than politics, and incoming U.S. economic data remains encouraging.

Monday, November 5, 2018

Investment Perspectives: Phase Transition, Credit Cycle, and the Great Reset

This month's Investment Perspectives discusses shifting investor sentiment, credit cycle in the yellow zone, and the October market reset.