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Market Outlooks
Tectonic Shifts in the Investing Landscape
This piece is approved to use with clients.
Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
10 Reasons We Still Like Industrials
This piece is approved to use with clients.
As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
Market Outlooks
Behavioral Advisor: Don't Hesitate to Build Your Wealth
Investors often fret about the market environment and ask if they should invest now or hold off for a better time. For long-term investors, making regular contributions is more important than when the contributions are made each year.
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Market Outlooks
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
Behavioural Advisor: Beware Predictions and Magic Elixirs
The market and economy have gone through unprecedented events with a global pandemic, the shut-down of economies, massive government intervention and dramatic market swings.
Market Outlooks
BENCHMARK REVIEW & MONTHLY RECAP, MAY 2020
Markets Continue Higher as the Economic Reopening Begins.
Market Outlooks
Economic Data Reflects Shutdown, but Market Rallies
After one of the worst months and quarters in years, April saw a sharp rebound in equity markets as some of the worst-case COVID-19 scenarios did not materialize.
Market Outlooks
Behavioral Advisor Perspectives and Practices: Drawdown, Turbulence and Recovery
This piece is approved to use with clients.
Everyone breathed a sigh of relief as markets had several positive days. Don’t be surprised, however, if markets drop suddenly and test or breach previous lows several times over the next few weeks or months. Much like flying through a thunderstorm, there are likely to be some bumpy times ahead. No matter how many times you have flown, your heart jumps every time the aircraft drops. Fortunately, there is no need to time the bottom for long-term investors.
Market Outlooks
Behavioral Advisor Perspectives and Practices: Stay Invested Through the Rocky Bottom
One of the biggest challenges for investors is staying invested as markets sell off. Every up and down swing creates strong emotional reactions and constant second guessing. Periods of high volatility can last for weeks or months and are emotionally draining. While it may feel like you are doing nothing by staying invested during these periods, you are likely avoiding costly mistakes by not compounding an already difficult situation.