February 2, 2022
January returns
Published by Brad Horn on February 2, 2022
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January Returns and Asset Performance

Major Asset Classes January 2022 Performance Comparison Introduction January returns slid significantly across all asset classes, with the exception of commodities.  Value lead growth stocks, consumer defensive beat consumer cyclical stocks, and large cap led mid- and small-cap stocks.  A consistent theme in January returns was the strong relative return […]
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January 30, 2022
GDP Forecast Economic Slowdown 1Q2022
Published by Brad Horn on January 30, 2022
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The Real Fed Pivot – An Economic Slowdown

The Real Fed Pivot – An Economic Slowdown An economic slowdown is in process.  For much of the past month, market news has been more focused on the Fed’s hawkish pivot.  However, behind all the speculation on future interest rate hikes, the US economy has quietly hit a major air […]
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January 3, 2022
December returns
Published by Brad Horn on January 3, 2022
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December Returns and Asset Performance

Major Asset Classes December 2021 Performance Comparison Introduction The major asset classes achieved positive returns in December.  Value lead growth stocks, consumer defensive beat consumer cyclical stocks, and mid cap outperformed large cap stocks.  Total returns on infrastructure project bonds and high yield corporate bonds again outperformed the S&P500, as […]
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December 2, 2021
Performance
Published by Brad Horn on December 2, 2021
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November Returns and Asset Performance

Major Asset Classes November 2021 Performance Comparison Introduction Red ink swept across the monthly results for most asset classes in November, highlighting the need for active risk management and strategies for capital preservation. Technology stocks performed well, as did U.S. investment grade bonds and inflation-indexed bonds. Finally, commodities continued to […]
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November 3, 2021
Minneapolis wealth management
Published by Brad Horn on November 3, 2021
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October Returns and Asset Performance

Major Asset Classes October 2021 Performance Comparison Introduction October returns were led by the stock market, which hit all time highs.  As expected, the S&P 500 hit major highs at month’s end just as the earnings season kicked into high gear.  The index has had three quarters in a row […]
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November 3, 2021
S&P 500 Earnings vs Return Momentum 4Q.2021
Published by Brad Horn on November 3, 2021
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S&P 500 Earnings Insight

S&P 500 Earnings Update Actual Earnings – 3Q.2021 The third quarter earnings season is well underway.  Actual earnings have been reported for 328 of the companies in the S&P 500 index.  Specifically, net income for all the reporting companies is 40.4% higher than that reported 12 months ago. The actual […]
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October 2, 2021
Minneapolis Wealth Management
Published by Brad Horn on October 2, 2021
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September Returns and Asset Performance

Major Asset Classes September 2021 Performance Comparison Introduction September returns across global financial markets suffered their broadest retreat in a year.  First, the hardest hit asset classes were domestic and international equities.  Second, government and corporate bonds also declined more than 5%.  Commodity prices were mixed.  For example, lumber, natural […]
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September 3, 2021
Best and Worse Asset Performance Aug 2021
Published by Brad Horn on September 3, 2021
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August Returns – The Best and Worse Performing Assets

August Returns – The Best and Worse Performing Assets Introduction August returns proved to be exciting in both financial and commodity markets.  Corporate equities and high-yield debt both proved to be solid performers .  This was evident in the US, developed markets (DM) and emerging markets (EM).  The month also […]
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August 14, 2021
Benchmark selection
Published by Brad Horn on August 14, 2021
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Benchmark Selection for Investment Portfolios

Benchmark Selection for Investment Portfolios Introduction Benchmarking is the process of comparing your investment portfolio to a market index.  Investors should carefully assess benchmark selection.  This is especially important for multi-asset portfolios subject to periodic rebalancing and cash distributions.  A well-chosen benchmark is like a compass that can quickly tell […]
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July 6, 2021
Wind vane representing blogs and insights | Saffron Capital
Published by Brad Horn on July 6, 2021
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Q3.2021 Financial Market Outlook

Financial Market Outlook 3Q.2021 The Financial Market Outlook provides a top/down analysis of the U.S. stock market.  The objective is to identify those sectors, industries and firms that are most likely to drive stock market performance in 3Q. This article was updated on 05-Aug-2021. Multi-Asset Returns The reopening trade dates […]
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