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 31, 2021
Long Bond Yield
Published by Brad Horn on December 31, 2021
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Long Bond Yield Surges, Omicron Drawdown Over

Long Bond Yield Surges, Omicron Drawdown Over The 30-year bond yield collapsed 29 basis points (bps) during the Thanksgiving holiday.  The week of Nov-24 was also the first week of the Omicron endemic.  Yields have since bottomed out in early December and surged back to unchanged, erasing the Omicron drawdown […]
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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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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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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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March 23, 2021
View of New York City | Saffron Capital
Published by Brad Horn on March 23, 2021
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Financial Market Outlook Q2.2012

Financial Market Outlook Q2.2012 With the start of the new quarter, a top-down market analysis is applied to define the outlook for equities in Q2.  The goal is to understand what market sectors are most likely to drive stock market performance as the economy transitions from a recovery phase into […]
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