“Investment Perspectives” is published quarterly and presents market commentary and outlook from our Investment Team.
Last quarter was particularly strong for the broader equity markets. If this statement sounds like a familiar refrain, it should. Both the Dow Jones and S&P 500® indices posted the eighth consecutive quarter of gains. Virtually all major equity indices reached new highs. To make matters even better, investors experienced very little market anxiety as volatility continues to be tepid. Potential market factors are still present that can cause angst. Investors must contemplate several global and domestic risks including unexpected inflationary pressures, geo-political risks, and market valuations. However, strong corporate earnings coupled with highly accommodative central bank policies have fueled and likely will continue to propel this remarkably long bull market. Download Report
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Thematic investing continues to increase in popularity, enabling investors to generate specific portfolio exposures of those emerging trends creating buzz and capturing headlines. This top-down approach allows investors to single out categories such as cloud computing, cancer research or social media, among others, and create baskets of companies of which to invest. Though prevalent, thematic investing is fraught with challenges as it requires not only the accurate forecast of themes which can sustain, but also the proper identification of companies who will prosper as a result. Download Report