Investment Insights Podcast: Despite the number of headlines last week, markets proved their resilience

Rosenberger_Podcast

Andrew Rosenberger, CFA, Senior Investment Manager

 

On this week’s podcast (recorded April 10, 2017), Andy discusses sentiment, job growth, and earnings season.

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Quick hits:

  • Despite the number of headlines last week (Syria, China, France, Jobs), markets proved their resilience by finishing the week flat.
  • Sentiment has come down from peak optimism seen in February.
  • Despite the weakness in the headline number, the underlying trends in job growth continue to be favorable.
  • Earnings season kicks off this week with Financials being the first group up.  Investors are looking for comments on loan growth & loan demand.
  • We continue to favor an overweight to risk assets within our discretionary portfolios.

For Andy’s full insights, 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: A quick review of the markets last week and our outlook


Leigh Lowman
, Investment Manager

On this week’s podcast (recorded March 24, 2017), Leigh provides a quick review of the markets last week and reaffirms our outlook.

Quick hits:

  • After notably strong performance for the first two months of the year, risk assets sold off last week with the S&P 500 declining over 1% on Tuesday, the first 1% drop since October 2016.
  • Month to date through Thursday, March 23rd, the S&P 500 is down -0.6% and areas of the market are beginning to show signs of consolidation.
  • Despite the recent market pullback, we remain positive on risk assets over the intermediate term.
  • We expect higher volatility to continue as policies under the new administration and actions of central banks continue to unfold.

For Leigh’s full insights, 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: A quick review of January markets

Leigh Lowman, Investment Manager

On this week’s podcast (recorded February 10, 2017), Leigh provides a review of January markets. Quick hits:

  • Markets were overall off to a good start in 2017 as risk assets posted modest gains for the month.
  • The S&P 500 was up 1.9% for the month.
  • International equities were also a positive as economic data in the European Union pointed to signs of a modest recovery.
  • Fixed income ended the month slightly positive.
  • Overall, we remain positive on risk assets over the intermediate term as we find a number of factors currently supportive of the economy and markets.

For Leigh’s full insights, 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: Markets have taken a little bit of a breather

Hart_Podcast_338x284Chris Hart, Senior Vice President

On this week’s podcast (recorded December 22, 2016), Chris is back discussing how directionally many of the trends remain in place as the rotation into equities from bonds continues.

Quick hits:

  • The markets consolidated a bit as Financials and Industrials leadership paused, while previously oversold sectors like Utilities and Healthcare, performed better.
  • International equity performance has proved more challenging.
  • A surprise came from the “dot plot” positioning that was more hawkish than anticipated due to a projected three additional rate hikes in 2017 instead of two.
  • Overall, we remain constructive on the opportunity ahead heading into 2017.

For the rest of Chris’s 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.