Category Archives: Commentary

01 Dec

Market Update: Friday, December 1, 2017

Market Recap Stocks rebounded from Wednesday losses. Tax reform continues to be primary focus; global macro data helped sentiment. S&P 500 Index +0.8%, Dow +1.4%, Nasdaq +0.7%. All sectors gained. Energy, industrials outperformed; rate-sensitive utilities, REITs lagged. 10-year yield continued … Continue reading
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29 Nov

Active Management is Making a Comeback

A favorable environment for active management is one in which business fundamentals, such as earnings, sales, and cash flow, drive stock performance. These types of environments occur when economic conditions and government policy create opportunities for businesses to differentiate themselves … Continue reading
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29 Nov

Market Update: Wednesday, November 29, 2017

Market Recap Domestic markets climbed broadly higher, shrugging off an increase in geopolitical tensions after North Korean missile launch. S&P 500 Index +1.0%, Dow +1.0%, Nasdaq +0.5%. Telecommunications, financials led markets; technology, utilities underperformed. 10-year Treasury’s yield held flat at … Continue reading
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