The data shows that predicting Presidents and political parties should not influence portfolio positioning.
The “low-volatility” label may be increasingly misleading as valuations in that segment of the market appear comparatively stretched and the trade is getting crowded.
Many advisors today are operating on a team basis. But creating an effective team isn’t always a slam dunk. Whether you’re re-engineering an existing team or creating a new one, read on for important aspects to consider.
Let’s take a closer look at a few of the indicators on the May 2015 Economic Indicators Dashboard and decipher what they may mean to the macro environment.
A hypothetical balanced index portfolio held up well in the first quarter of 2015.
Improved sentiment in Europe helped non-U.S. stocks (Russell Developed ex-U.S. Large Cap Index) outpace U.S. equities (Russell 3000® Index) in February. Other asset classes held their own, too.
After the U.S. equity sell-off in July, asset classes ended August on a strong note – providing a good reminder of the challenges of precisely anticipating market declines and rebounds.