Author: Wade Balliet

Investment Insights: Will earnings take the driver’s seat?

Wade Balliet
Posted by Wade Balliet
Investment Strategy

After an extensive decline in the last quarter of 2018, U.S. stock markets are bouncing back and are nearing record levels.

The S&P 500 is now up over 16% in 2019 after a stellar first three months of the year – the best performing quarter since 2009 – and the index is just 30 points away from its all-time high per Bloomberg.

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Investment Insights: The dichotomy of directions

Wade Balliet
Posted by Wade Balliet
Investment Strategy

The Global Investment Management team has been concerned about the relative trends of equity and bond markets since the beginning of the year, following the complete reversal of the Federal Reserve’s rhetoric in three short months.

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Investment Insights: April fools rush in

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Our team has continued to enjoy beneficial positioning in the current investment environment, though we continue to be wary of how long such notable gains can last. Financial market fundamentals remain fairly positive in our view, but those may be overshadowed in the future by potential negative factors, particularly from geopolitics.

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Investment Insights: The upside down

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Financial markets faltered last week over global economic growth concerns and a corresponding move in Treasury rates that left investors feeling anxious.

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