August 14, 2021

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 […]
July 6, 2021

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 […]
March 23, 2021

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 […]