Making sense of recent market volatility

This past week has been a very unsettling time for markets and investors. To help inform conversations, Jeff Raupp, CFA, Brinker Capital’s CIO, recorded a podcast that examines the recent market correction, including the catalyst for the sell-off and where we see the market heading into 2019.

Additionally, Dr. Daniel Crosby, Executive Director, The Center for Outcomes & Founder, Nocturne Capital, provides information to better understand market volatility and how to best react to the changes:

We hope you find these tools helpful and appreciate your continued confidence in Brinker Capital.

Brinker Capital, Inc., a registered investment advisor.

Investment Insights Podcast: Investing a lump sum of cash

Raupp_F_150x150
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.

Investment Insights Podcast: Investor sentiment vs. corporate sentiment

Raupp_F_150x150
Jeff Raupp, CFA
Director of Investments

On this week’s podcast (recorded January 19, 2018), Jeff focuses on two indicators we include on the Brinker Capital Market Barometer, namely investor sentiment and corporate sentiment, and our thoughts on how they impact markets.

Quick hits:

  • If investors are extremely optimistic their expectations are high, and a certain degree of good news is already priced into the market, whereas bad news may come as a surprise and cause markets to pull back.
  • If companies have a high level of confidence, they’re more likely to invest in capital expenditures or hire additional people, both of which are good for the overall economy.
  • Intermediate-term indicators like corporate sentiment are ones we weigh heavily. While short-term indicators like investor sentiment are considered, their impact on positioning is much smaller.

For Jeff’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.

Top blog posts of 2017

We’re closing out the year with our top five blog posts of 2017. From retirement and behavioral finance, to in-depth market perspectives, these are the best of 2017. Enjoy!

Jeff Raupp, CFARaupp_Podcast_Graphic, Director of Investments

Investment Insights Podcast: Where markets go from here now that they’ve rallied post-election

 

 

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Paul Cook, AIF®, Vice President and Regional Director, Retirement Plan Services

Avoiding retirement regrets

A dozen steps to a smooth transition to retirement

 

Crosby_2015-150x150Dr. Daniel CrosbyExecutive Director, The Center for Outcomes & Founder, Nocturne Capital

Can money buy happiness?

Purchasing power and the big power of small changes

Investment Insights Podcast: The complacency of markets so far in 2017

Jeff Raupp, CFARaupp_Podcast_GraphicDirector of Investments

On this week’s podcast (recorded August 7, 2017), Jeff discusses how in an upward trending market like this, investors often start overestimating their risk appetite.

Quick hits:

  • This past Friday marked the 34th record high for the Dow Jones Industrial Average in 2017.
  • The largest market drawdown that we’ve experienced in 2017 is just 3%.
  • The key to long term investing is choosing a good long-term strategy that you can stay with through up and down markets.

For Jeff’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: Recent rally in European stocks

Jeff Raupp, CFARaupp_Podcast_Graphic, Director of Investments

Year to date, we’ve seen European stocks rally over 15%, just about double the return of the S&P 500 index.

So what’s not to like?

Listen to the latest Investment Insights Podcast to learn about Brinker Capital’s perspective on European stocks.

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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: Three things we’ve learned in the first quarter of this year

Jeff Raupp, CFARaupp_Podcast_Graphic, Director of Investments

On this week’s podcast (recorded April 3, 2017), Jeff discusses three things we’ve learned in the first quarter of this year.

 

Here are some quick hits before you have a listen:

  • While the administration’s policies are still considered bullish for stocks, the road to implementation will be a bumpy one.
  • We remain in the second half of the business cycle.
  • A rising Fed funds rate does not mean get out of emerging markets.

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

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: Where markets go from here now that they’ve rallied post-election

Jeff Raupp, CFARaupp_Podcast_Graphic, Senior Vice President

On this week’s podcast (recorded February 17, 2017), Jeff discusses some measures that we think are important to look at to determine where markets go from here now that they’ve rallied post-election. Here are some quick hits before you have a listen:

 

  • Market expectations are that the new administration’s policies will be pro-business and pro-growth, which has been driving prices up.
  • We want to see indications that the growth is real, that earnings will eventually justify current valuations.
  • Corporate confidence measures have risen dramatically in the last two months.
  • The NFIB Small Business Optimism Index is the second highest its been in the last 30 years.

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

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: 2016 perspective & 2017 positives

Raupp_Podcast_GraphicJeff Raupp, CFA, Senior Vice President

On this week’s podcast (recorded January 9, 2017), Jeff puts some perspective on 2016 and touches on three positives we see for markets moving into 2017. Here are some quick hits before you have a listen:

 

  • 2016:
    • The recession fears that fueled one of the worst starts to a year seem a distant memory
    • In spite of the spike in rates to end the year, the Barclays Agg finished the year with a return of +2.6%
  • 2017 positives:
    • Global growth
    • Monetary and Fiscal Stimulus
    • Investor expectations remain muted

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

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: Outlook moving forward

Raupp_Podcast_GraphicJeff Raupp, CFA, Senior Vice President

On this week’s podcast (recorded December 2, 2016), Jeff provides an outlook moving forward given the price action we’ve seen since the election. Here are some quick hits before you have a listen:

 

  • There have been some clear winners and losers in the markets since the election:
    • Winners: U.S. stocks
    • Losers: International stocks and the bond markets
  • We may move out of the muddle through economy we’ve been in over the last several years to one that looks more like a traditional second half of the business cycle

 

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

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.