Market View

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

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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23.10.2017 | Quarterly report

Quarterly Market Report Q3 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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28.09.2017 | Investment newsletter

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.

Over the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank run on Northern Rock or 10...

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25.08.2017 | Investment newsletter

Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?

THE DART BOARD

Figure 1 shows...

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