We take a deeper dive into the volatility that sent markets tumbling in early February.
Friday, 09 February 2018
The elastic snapped as it always does when it gets stretched too far. Only hindsight will tell us where the bottom lie. Picking short-term bottoms remains the search for the holy grail. Instead, we review the economic data prior to the correction, which shows a strong foundation. Given the underlying strength, we do not expect this foundation to sustainably deteriorate through 2018.
The first quarter of 2018 saw a resurgence in volatility. We review what caused this, our opinions regarding it and how we are planning to manage through it.
Thursday, 18 January 2018
Reviewing the Quarter – Our Opinions Regarding the Recent Volatility
Prior to the first quarter of 2018, the market had one of the most remarkable runs in history. Following the election of Donald Trump in November 2016, the S&P 500 began an amazing streak of 15 consecutive months of positive returns and gaining nearly 40%!
We are extremely optimistic for how our strategies are positioned to manage 2018.
Friday, 29 December 2017
Their competitive advantage over many traditional investment options are their disciplined, tactical nature. We describe them as an alternative to the traditional buy and hold approach. The traditional buy and hold style manages a portfolio with a static risk approach.
2017 will go down as an unprecedented year in the financial markets and 2018’s outlook looks good but not without risks.
Friday, 01 December 2017
There are plenty of risks that worry us. We think investors should monitor these risks going forward because investing will not be as easy as it was in 2017. We also have some sectors we like overweighting for 2018 which could help investors navigate a more challenging environment.
Tuesday, 03 January 2017
After stumbling out of the gate this year, global equity markets have put in relatively consistent gains since the February lows. U.S., U.K. and emerging market equities have provided much of the leadership, while markets in the Eurozone and Japan lagged.