Investor Strategy - Portfolio Construction Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Phil Kwon on Mar 08, 2022 While there is no shortage of activity in the world of markets and geopolitics, this month we focus on the act of portfolio construction. After a February market recap, in the first of a series on the subject, we start from the top down looking at how... Read more
Market Ethos- Correction Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 28, 2022 today’s Ethos, we discuss the markets entering correction territory. Corrections are normal. We remind ourselves of this by looking at their history over the last 70 years. Does this mean it’s time to load up? Not so fast. Join us in looking at current... Read more
Market Ethos - Great fundamentals, for now Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 24, 2022 In today’s Ethos, we look a look at market fundamentals from the past quarter including earnings, operating margins, and valuations. We also look at where the dollar goes from here and investment implications. Click HERE to access the report Read more
Market Ethos - 2% Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 14, 2022 In today’s Ethos, we look at the significance of breaking the U.S. 10-year treasury yield of 2%. We also share our thoughts on the path for supply/demand imbalance, changing inflationary mindsets, and moving break-even points, before wrapping up with... Read more
Investor Strategy - Trend reversals Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 08, 2022 This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing... Read more
Market Ethos - Bubbles, biases & broken dreams Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Feb 01, 2022 In today’s Ethos we look at the impossible task of calling a market bottom, bursting bubbles, and the overconfidence and overoptimism that has pervaded the market’s psyche. We wrap things up with a discussion on growth vs. value and the difference between... Read more
Market Ethos - Is growth over? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 24, 2022 In today’s Ethos we look at the rotation out of growth and into value. As of January 20, the S&P 500 Growth Index was down 9.6% so far this year while the value version of the index is off a mere 1.8%. We will share our thoughts on valuations, inflation... Read more
Market Ethos - What is wrong with gold? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 19, 2022 In today’s Ethos we look at why gold has not performed as one might have expected given the pandemic, rise in CPI, and negative real yields. Despite all this, [spoiler alert!] we don’t think gold is broken. In fact, we hold onto the belief that it makes... Read more
Market Ethos - How does a bull run end? Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 10, 2022 In today’s Ethos we look at the tea leaves on the bull cycle in stocks, and pontificate on how they end. With the policy cycle turning, and recent market volatility – in both directions – it’s worth reviewing what market tops have looked and felt like... Read more
Investor Strategy - 2021 Recap and 2022 Market Outlook Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Jan 07, 2022 Reminiscing about 2021, and looking to 2022: Not your typical year, not your typical market Click here for a copy of RWL’s Investor Strategy Read more