Global Monthly Focus – April 2018

Below is a synopsis of this investment report: U.S. markets rebounded in April after two turbulent months. Geopolitical headlines continued to play a significant role in unsettling investors, particularly the “trade war” between the U.S. and China. In the end, the stronger
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Why Is Everyone Talking About the 10-Year Treasury?

Below is a synopsis of this investment report: The new headline this week centered on the 10-year U.S. Treasury yield, which rose slightly above 3% intraday for the first time since January 2014. The 10-year U.S. Treasury is a yardstick used to gauge long-term growth and inflation exp
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The Bull in the China Shop?

Below is a synopsis of this investment report: The markets have reacted sharply to the recent news on the trade wars. It’s up. It’s down. It’s flat. It’s hard to make any sense of what is taking place. Here’s a recap of the recent spat: The Trump administ
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What Rattled the Markets on Monday?

Below is a synopsis of this investment report: Tech stocks, retailers, energy, financials – all sectors in the S&P 500 took a hit on Monday. Following is a quick wrap-up on the day: Facebook led technology stocks lower as it came under scrutiny for reports of a data breach and inc
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Should We Worry About Inflation?

Below is a synopsis of this investment report: The markets sold off in February on concerns that the strong economy may overheat, inflation may spike, and the Federal Reserve (Fed) may then raise interest rates more aggressively to try to combat higher inflation. Inflation has been be
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What Will the Market Do This Year?

Below is a synopsis of this investment report: Investors want to know that they are with a manager who is good at predicting annual returns Data indicate that this task is harder than it may seem Focus on fundamentals more than forecasts to prevent unnecessary risk creeping into a nes
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Easy Money

Below is a synopsis of this investment report: This year has been a good one for many asset prices across the world. Few risks are more dangerous to a nest egg than greed and euphoria. Easy money rarely exists, so it’s best to ignore those who promise otherwise.   For full
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Are High Yield Bonds the Canary in the Coal Mine?

Below is a synopsis of this investment report: One of the more perplexing front-page stories is the recent weakness in the high yield sector of the bond market. The real reason why this story is getting so much attention is most likely due to the high yield sector’s tendency to move i
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Assets vs. Investments

Below is a synopsis of this investment report: A big financial misconception is that home ownership is a good investment over the long run. Not all assets qualify as investments, and a primary residence almost always fails to meet the conditions necessary to carry this designation. Ho
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Will There Be Another Black Monday?

Below is a synopsis of this investment report: On October 19, 1987, the S&P 500 dropped over 20% for the single worst day in the history of the U.S. stock market. The fear ingrained into the minds of those who lived through Black Monday is a magnet for fear mongers. Charts that co
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