Now What? The last few weeks have been tumultuous to say the least. October closed one of the worst months in recent memory, followed by a strong rally following the elections, followed by renewed selling bringing the market averages to within shouting distance...
The significant changes in the equity markets this month have provided an opportunity to re-allocate our RG TAAP portfolios. During the last rebalance in July, we changed some of the individual sector allocations in order to reduce the overall portfolio risk and...
Last week the markets saw more of the same level of volatility that has been the hallmark of this drawdown. The recent market selloff has been jarring to investors not only because of the nominal drop in their YTD returns, but because it seemingly materialized...
Top-Heavy Trade Tumble: What’s Happening Under the Hood The combination of increased global trade tensions and China and rising interest rates continue to weigh on the market, and as of this writing, the S&P is on its way to having the worst week in performance...
Last week was marked by good and bad news. The good news for equities was that the market continued to move higher and on August 23rd, became the longest bull market in history. As if on cue, many headline writers used this event to publish “the end is...
One of the biggest challenges for investors who hold large, long-term positions is how to effectively manage exposure through different cycles – both market based and company specific. We have previously written about some of the risks of holding concentrated...
Economic Not much real news, but one thing we did notice was a report from Moody’s on global default rates in the high-yield sector. While default rates are a lagging indicator, high-yield tends to lead equities, so it is still worth...
The calendar turned to August and “the most wonderful time of the year” for parents (back to school) is on the horizon. The US market is singing the same song, especially in relation to other markets around the world. Over the past two weeks the...
The Economy The big story last week was that the U.S. economic growth surged in the second quarter with preliminary data showing 4.1% GDP growth on an annualized basis. The increase was driven by the consumer as the health of the job market has spurred spending. This...
One of the things that we have heard a lot about recently is something that has not been much of a consideration over the past 10 years – increasing interest rates and the flattening of the yield curve. With the ending of the Fed’s ZIRP era (Zero Interest...
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