Robbing Peter to Pay Paul?

by David Hawal, CFA, VP, Senior Investment Analyst, Envestnet PMC on
Following one of the most difficult Decembers in recent years for equity markets, investors surely are pleased to see 2019 begin with a rally in risk assets. One of the key factors fueling this risk appetite is...

January Monthly Recap

by Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC on
Domestic equity markets kicked off 2019 with a very strong January, as most stocks posted sizable gains that were in sharp contrast to the deep losses experienced in December. The S&P 500 Index posted its best January return since...

Government Ajar

by Ryan V. Knisely, Investment Analyst, Envestnet PMC on
The partial US government shutdown has ended with a short-term truce reached last Friday, sending roughly 800,000 government employees back to work this week. While certainly not the first shutdown, this was the...

December Monthly Recap

by Nathan Behan, CFA, CAIA on
December closed out a terrible fourth quarter, as concerns over slowing economic growth, rising borrowing costs, global trade tensions, and uncertainty around the change in control of the US House of Representatives all pushed investors to reconsider the risk in their portfolios and forced
Investors are wondering what in the world is going on with the stock markets that have turned the holidays into a sea of red?  And we’re not talking about Santa’s coat or the color of your holiday light display; rather it’s the stream of red ticker tape on Wall Street!  This holiday season has come and gone with investors’ agonizing over witnessing the stock market careen around like a ship in troubled waters. 

A Nation Divided

by Advisor Websites_2 on

Last week’s midterm elections ended total Republican control in Washington , as the Democrats regained control of the House of Representatives. With some significant help from a skewed Senate map, in which Democrats and their allies had to defend 26 seats against the Republicans’  nine, Republicans...

October Monthly Recap

by Advisor Websites_2 on

The domestic equity markets fell sharply in October amidst high volatility, with big swings day to day, and in some cases, intraday. After leading the way up over the last six months, the growth indices led the way down in the reversal, driven by steep losses in the largest technology names, such as...

Value, Soon To Be In Vogue?

by Advisor Websites_2 on

Investors continuously look for an edge, seeking to maximize returns relative to risks. Favored strategies change cyclically, or trend during certain market environments, but one has always been in style: value investing. Value investors attempt to find underpriced stocks relative to fundamentals...