Market Update: The Good, the Bad, and the Fed
Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that said, we are still on […]
Market Update: Too Hot to Handle
Download the 4.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Inflation Issues After a historically strong first quarter, we have had some weakness in the stock market to start off Q2. While most of us had our eyes on the eclipse, investors were blinded […]
Portfolio Perspectives: Optimal Asset Location, Part 2 – Fixed Income
The Right Asset. In the Right Place. At the Right Time By Lucas Felbel, CIMA®, Director, Portfolio Services Financial advisors stand as fiduciaries dedicated to advocating for client interests and refining their expanding knowledge library, directly benefiting their clientele. Cornerstone to an advisor’s fiduciary insight lies in optimizing post-tax investment outcomes through strategic asset placement […]
Market Update: Starting Out Strong
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management First Quarter Stock Market Strength The U.S. stock market had a historically strong first quarter to kick off 2024 with a 10.6% total return for the S&P 500 index. This was the best first quarter since 2019 and one of the best in history (more […]
Bond Market Update: Spotlight On Central Banks
By Bill Smith, Fixed Income Trader and Portfolio Manager While changes in monetary policy are always good for a headline, March has been particularly notable for central banks across the globe. The Bank of Japan raised rates for the first time since 2007. The Swiss National Bank surprised markets with a 25-basis-point cut. Even the […]
Market Update: Mixed Bag For March
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management We Have Good News and Bad News March has seen some mixed results from the markets and the economy. Both stock and bond markets have exhibited some choppy sessions as investors try and digest available data and Federal Reserve (Fed) rhetoric as to when the […]
Q1 2024 Investing Insights: Top 3 Outlooks For 2024
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “And I know what I have to do now. I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?” – Chuck Noland (Tom Hanks), “Cast Away,” 2000 As we embark on the great journey that will be 2024, […]
Bond Market Update: Rate Expectations and CPI Surprise – Not a Novel by Charles Dickens
First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from Federal Reserve Chair Jerome Powell that he doesn’t “think it’s likely that […]
Market Update: 500 Over 5,000
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What Recession? Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited in the stock market over the past few months (up close […]
Market Update: From Peaks To Soft Landings
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management All Eyes on Fed As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock market had a nice runup in the two weeks leading up […]
