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Back in October, we wrote an Asset Management piece highlighting the relative strength of the Mexico and Canada Index ETFs as those two countries were on the cusp of negotiating a trade deal with the U.S. The markets knew it before it happened, and investors bought into those two foreign stock ETFs in advance of the announcement. They rallied nicely. Today, the China trade deal is getting lots of media print and investors’ mind share. … Read More
October was a stormy down month. November, despite ending up 2%, was a rollercoaster-like month and December is shaping up to be another volatile month. Investor confidence has been shaken. Now would be a good time to look at fundamentals that underpin the market and it doesn’t get any more basic than earnings. At the end of the day, earnings and earnings projections are an integral part of what drive market returns – the price … Read More
I started my career in serving individuals and entities and their investment needs in November 1982, so 36 years in, I can reflect on this October’s volatility as just another one of these kind of crazy, yet to-be-expected episodes where the equity markets, or some other market(s), create considerable stress for many investors. While US and International equity returns are very attractive over the long term, we often forget that there will be periods of … Read More
Recent volatility in equity markets has been attributed to rising interest rates and concerns that U.S. equities will be unable to maintain what has been historically strong earnings growth. U.S. equities have sharply outperformed their international peers year-to-date, and much of that outperformance stems directly from strong earnings numbers, which have been bolstered by a robust U.S. economy and the effects of corporate tax cuts. At the end of the day, earnings and earnings projections … Read More
Economic Commentary The US economy continued to hum along in Q3 with very low unemployment and optimism from consumers and businesses alike. The fiscal stimulus has helped boost 2018 consumer spending fueling goldilocks US economic growth with mild inflation, halting immediate worries of an overheating economy which could have led to overzealous rate raising from the Federal Reserve (Fed). It has also led to a decoupling of US economic expectations from the rest of the … Read More