Market View

Our point of view in current investment topics, from the conclusions of our research to hot market trends.

11.07.2018 | Investment newsletter

Where's The Value?

From 1928–2017 the value premium1 in the US had a positive annualized return of approximately 3.5%2. In seven of the last 10 calendar years, however, the value premium in the US has been negative. This has prompted some investors to wonder if such an extended period of underperformance may be cause for concern. But are periods of underperformance in the value...

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30.05.2018 | Investment newsletter

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the "lost decade"1 can help illustrate several periods that may have led...

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30.04.2018 | Investment newsletter

E+R=O, A formula for Success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of...

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19.04.2018 | Quarterly report

Quarterly Market Report Q1 2018

This report features world capital market performance and a timeline of events for the past quarter, plus the year in review. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

 

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03.04.2018 | Investment newsletter

Sailing With The Tides

 

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many inexperienced sailors make is...

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27.02.2018 | Investment newsletter

Recent Market Volatility

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many investors wondering...

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25.01.2018 | Investment newsletter

As Goes January, So Goes The Year

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.”

This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the...

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16.01.2018 | Quarterly report

Quarterly Market Report Q4 2017

This report features world capital market performance and a timeline of events for the past quarter, plus the year in review. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

...

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21.12.2017 | Investment newsletter

Catchphrase Investing

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these.

But does this constitute an investment strategy?

For journalists, commentators, and marketers, acronyms like FAANG are useful. They fit easily into headlines...

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30.11.2017 | Investment newsletter

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience.

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not...

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