Markets

Markets

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Asset Allocation Insight Markets Outlook

Misconceptions About Diversification

Misconceptions About Diversification by Ben Carlson, A Wealth of Common Sense “Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can ...
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Bond Yields Bonds Fixed Income Insight Markets Outlook SIA Technical Analysis US Stocks

SIA Weekly Equity Leaders: Bonds Favoured Over Stocks

by SIACharts.com For this week’s edition of the Equity Leaders Weekly we will take a look at a comparison chart of U.S. equities vs. U.S. bonds to dig into the relationship between the two and then we will ...
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Insight Markets Outlook Strategy value investing

Rob Arnott's tips for good value hunting

Rob Arnott’s tips for good value hunting Trading against the most extreme bets into cheap inflation protection is rewarded, though it can take time by Rob Arnott, Founder and chairman of Research Affiliates and a portfolio manager with ...
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Diversification in a post-Brexit world

Diversification in a post-Brexit world

Diversification in a post-Brexit world by Trimark Investments The basic principle that guides our portfolio construction is combining asset classes that we believe will perform well in at least one of the main economic environments. The goal of ...
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Markets

Does Loss Aversion Grow Weaker With Age?

Does Loss Aversion Grow Weaker With Age? by Christian Gressner, ProjectM Online As people get older, they focus more on what brings them joy, according to Project M. That could mean older retirees are more likely to ignore ...
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Insight Markets Outlook

Breakdown of July FOMC Meeting: Rates Unchanged

Breakdown of July FOMC Meeting: Rates Unchanged by LPL Research As expected, the Federal Reserve’s (Fed) policymaking arm, the Federal Open Market Committee (FOMC), decided to keep rates unchanged at the conclusion of their two-day meeting. With no ...
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Markets

Tech Talk for Thursday July 28th 2016

by Don Vialoux, Timingthemarket.ca   Observations Response to the FOMC meeting announcement at 2:00 PM EDT was surprisingly muted for equities. U.S. equity indices initially moved higher but were virtually unchanged by 4:00PM Bond prices rallied Despite strength ...
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Markets

Looking at Future Stock Returns

Looking at Future Stock Returns by Brad McMillan Commonwealth Financial Network Yesterday we talked about future bond returns, noting that while bonds have done very well over the past several decades, current conditions suggest their returns over the ...
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Economy Emerging Markets Insight Markets Outlook Stocks

Breakout

Breakout by Burt White, CIO, LPL Financial KEY TAKEAWAYS ·         This week we look at some interesting, under-the-radar breakouts in the economy and market ·         The breakout in economic surprises is a positive sign for the stock market ...
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Insight Markets Outlook Stocks US Stocks

Beating the Fear Factor in Equity Markets

Beating the Fear Factor in Equity Markets by Sharon Fay, Head and Chief Investment Officer—Equities, AllianceBernstein Today’s equity markets have all the makings of a scary movie. But don’t look away. Embrace uncertainty and adjust expectations to regain ...
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Insight Markets Outlook Technical Analysis US Stocks

TEXAS INSTRUMENTS (TXN) NASDAQ - Jul 27, 2016

TEXAS INSTRUMENTS (TXN) NASDAQ - Jul 27, 2016 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming and underperforming stocks from our marquee equity reports; the S&P/TSX 60, S&P/TSX ...
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Bond Market Bond Yields Fixed Income Insight Markets Outlook

How Foreign Flows Impact U.S. Treasury Yields

How Foreign Flows Impact U.S. Treasury Yields by Sachin Gupta, PIMCO The 10-year U.S. Treasury yield reached one of its lowest levels on record earlier this month. This is partly explained by U.S. economic fundamentals: expectations for an ...
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Insight Markets Outlook

Due Diligence of a Different Sort

Due Diligence of a Different Sort by Nikki Barczewska, Jason Brink, Mawer Investment Management Beyond dollars and data analysis… A visit to a children’s hospital reinforces why we do what we do. Sometimes the investment industry gets a ...
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Insight Markets Outlook Strategy US Stocks

The Consequences of Concentration: 4 – More Underperformers

The Consequences of Concentration: 4 – More Underperformers by Craig Lazarra, Global Head of Index Strategy, S&P Dow Jones Indices Can active managers improve performance by moving from relatively diversified to relatively concentrated portfolios?  Doing so is likely ...
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Insight Markets Outlook US Stocks

All-Time New Highs...

All-Time New Highs… by Blaine Rollins, 361 Capital Great for your portfolio but bad for your ice cream cone. Demand for equities remained last week as corporate earnings continued to beat expectations and economic data points stayed positive. ...
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