Vlog – Where risks reside

Tim Holland, Brinker Capital’s Global Investment Strategists, discusses the near-term risks to the US economy and the market as we approach the halfway point of 2018.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a registered investment advisor.

Investment Insights Podcast: June 2018 market and economic outlook

Leigh Lowman, CFA, Investment Manager

On this week’s podcast (recorded June 8, 2018), Leigh provides a brief review of May markets.

 

Quick hits:

  • Political risk dominated headlines with uncertainty escalating around the Trump administration trade policy, increasing tensions between the US and its trading partners.
  • The S&P 500 was up 2.4% for the month and up 2.0% year to date.
  • Developed international equities as measured by the MSCI EAFE Index was down -2.1% in May and is lagging domestic equities year-to-date.
  • The Bloomberg Barclays US Aggregate Index was positive for the month but is down -1.5% year-to-date.
  • Overall, we remain constructive on risk assets over the intermediate-term but recognize more normalized volatility will likely continue throughout the year.

Listen_Icon  Listen to the abbreviated audio recording.

Read_Icon  Read the full June Market and Economic Outlook.

 

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

 

Investment Insights Podcast: Demography is destiny

Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded May 29, 2018),
Tim discusses how population trends play a key role in determining a nation’s fate.

Quick hits:

  • If a nation wants to see its GDP grow year on year, it needs either more people entering the workforce or the workforce increasing its productivity.
  • Fortunately for the US, our nation’s population continues to grow at a rate greater than most developed nations and not that far shy of overall global population growth.
  • The US seems poised to benefit from a meaningful demographic tailwind courtesy of our nation’s Millennials.

For Tim’s full insights, click here to listen to the audio recording.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

Vlog – The yield curve: What is it and why does it matter?

Brinker Capital’s Global Investment Strategist, Tim Holland, discusses what the yield curve is, why investors focus on it and what it might be telling us today about the state of the economy.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a registered investment advisor.

Investment Insights Podcast: May 2018 market and economic outlook

Leigh Lowman, CFA, Investment Manager

On this week’s podcast (recorded May 11, 2018), Leigh provides a brief review of April markets.

 

Quick hits:

  • Higher market volatility persisted throughout April with risk asset performance mixed
  • The S&P 500 Index was up 0.4% for the month and down -0.4% year-to-date
  • Developed international equities as measured by the MSCI EAFE Index was up 2.4% in April and is outperforming domestic equities year-to-date
  • The Bloomberg Barclays US Aggregate Index was down -0.7% as fears of inflation and rising interest rates created headwinds for traditional fixed income securities
  • Overall we remain positive on risk assets over the intermediate-term as macroeconomic data continues to lean positive

Listen_Icon  Listen to the abbreviated audio recording.

Read_Icon  Read the full May Market and Economic Outlook.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

 

Investment Insights Podcast: The 60/40 portfolio in a world of rising rates, falling bond prices & increasing volatility

Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded April 27, 2018),
Tim takes a closer look at the 60/40 portfolio, including how the past few years were particularly conducive to such an approach to portfolio construction and why we have likely just entered a more challenging period for this model.

Quick hits:

  • Over the past few years, both bonds and stocks moved higher in value, really an ideal – and unusual – environment for a 60/40 approach.
  • We think 2018 marks the beginning of a tougher road for the 60/40 portfolio.
  • We also think 2018 marks the beginning of a more favorable environment for Brinker Capital’s approach to portfolio construction and asset allocation.
  • We remain constructive on the outlook for both the economy and risk assets as we move through 2018.

For Tim’s full insights, click here to listen to the audio recording.

 

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

Investment Insights Podcast: Investing a lump sum of cash

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Jeff Raupp, CFA
Director of Investments

On this week’s podcast (recorded April 20, 2018),
Jeff discusses the pros and cons of investing a lump sum immediately versus systematically investing an equal amount monthly.

Quick hits:

  • Almost 75% of the time an investor did better with the lump sum investment, with an average return after 12 months of about 8%, versus 4.2% for systematic investing.
  • A systematic plan may make sense for some, as it establishes a strategy for getting into the markets and takes emotion out of the equation.

For Jeff’s full insights, click here to listen to the audio recording.

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Performance returns source: Brinker Capital.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a registered investment advisor.

Vlog – Quarter End Q&A: 1Q18

Brinker Capital’s Global Investment Strategist, Tim Holland, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a registered investment advisor.

Investment Insights Podcast: April 2018 market and economic outlook

Leigh Lowman, CFA, Investment Manager

On this week’s podcast (recorded April 13, 2018), Leigh provides a brief review of March markets.

 

Quick hits:

  • After a tumultuous quarter, most asset classes ended slightly negative.
  • The S&P 500 Index finished the quarter slightly negative with sector performance largely negative.
  • Developed international equities were negative for the quarter, underperforming domestic equities.
  • Rising interest rates and fears of inflation led to volatile conditions for fixed income markets during the first quarter.
  • Despite the volatility experienced recently, we remain positive on risk assets over the intermediate-term.

Listen_Icon  Listen to the audio recording.

Read_Icon  Read the full April Market and Economic Outlook.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

 

Investment Insights Podcast: As the first quarter comes to a close…


Andrew Goins
Investment Manager

On this week’s podcast (recorded March 29, 2018), Andrew reviews the markets as the first quarter comes to a close.

Quick hits:

  • January was very much a continuation of the momentum driven market of 2017, with the S&P 500 up 5.73% for the month, but that all changed as we rolled into February.
  • In addition to fears over trade wars and tariffs, a privacy scandal at Facebook as well as rhetoric around increasing regulation on mega cap tech companies has wreaked havoc on the FAANG stocks.
  • Despite the more recent weakness in the tech sector, growth stocks are still ahead of value so far this year.
  • We believe that active managers are positioned well to continue to take advantage of the higher volatility that is likely here to stay and should benefit as investors put a premium on quality and valuation.

For Andrew’s full insights, click here to listen to the audio recording.

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This is not a recommendation for Facebook, Amazon, Apple, Netflix and Google. These securities are shown for illustrative purposes only.

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.