Author: Wade Balliet

Investment Insights: A fragile mood

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Stock markets continue to swing wildly and notably below their record highs after a surprise bout of volatility last week erased a chunk of this year’s gains. The S&P 500 and global stocks, as measured by MSCI, fell again today, but are still up over 15 percent and 13 percent, respectively, this year.

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Investment Insights: Stocks aren’t a sinking ship

Wade Balliet
Posted by Wade Balliet
Investment Strategy

While we haven’t been crying wolf over recession fears or a market correction, our team continues to view risks as skewing toward the downside for financial markets. We maintain our forecast for a potential economic slowing in the latter part of this year and into 2020, which should mean corresponding movement in the stock markets. Our strategies remain relatively defensive in the current environment, and our recent allocation adjustments should contribute positively to our performance.

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Investment Insights: Fed up with the Fed

Wade Balliet
Posted by Wade Balliet
Investment Strategy

U.S. stock markets seem to be wavering as earnings results flow in and geopolitical risks come back into focus despite a dovish turn from the Fed that renewed investor enthusiasm.

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Investment Insights: An expected earnings surprise

Wade Balliet
Posted by Wade Balliet
Investment Strategy

Financial markets seem to be holding steady and waiting for the next big news headline as stocks continue to fluctuate at heightened levels.Over the past few weeks, the S&P 500 has ebbed and flowed around its new, record-high 3,000 level, while bond yields have crept lower and lower.

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