Inside the markets with Tom Wilson
Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory, provides an economic update that discusses the initial jobless claims report, the fiscal stimulus package, and municipal bond prices. The views expressed are those of Brinker Capital and are not intended as investment…
Markets are often volatile to the upside!
Think about what we’ve come to grips with over the past few weeks: the US economy faces an unprecedented, pandemic driven demand shock; the US Federal Reserve is engaged in a level of monetary policy support and liquidity creation unlike anything in its history; the…
Market update with Tom Wilson
Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory, provides an economic update that considers the initial joblessness claims and the media’s comparison between the current environment and the Great Depression, noting the significant differences in monetary policy. The views expressed are…
A bear market bottom checklist
A bear market bottom has historically been marked by several economic and market signposts, including depressed investor sentiment, widening credit spreads and a policy response to the systemic shock facing the country. More importantly, as we try to identify when we might hit a bottom…
What might H.E.L.P. now
Clearly, the markets could use some help right now, and fortunately, we do think help is on its way. Until then, if we want an easy way to recall what we see as four meaningful pillars of support for the markets going forward, we simply…
The effect of COVID-19 on the markets
As we learned during the Great Recession and, before that, the Tech Bubble, the worst thing to do in times of crisis and heightened market volatility is to panic and cash out. Investors should stay focused on time-horizons and make sure near-term cash needs are…
A 30 year perspective, and a bit more perspective on the 30-year mortgage
Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer…
The Fed lowers, Biden rises…Now what?
Market volatility continued through the last week due to ongoing concerns surrounding the spread of COVID19, the shifting Democratic presidential candidate landscape, and their combined economic impact. We’ve experienced wild daily moves in the S&P 500 Index (S&P 500), but as of Wednesday’s close, we’re…
One thing we shouldn’t be stressed about
Last week was an exceptionally difficult week for risk assets, emphasized by Thursday’s record 1,192 point drop in the Dow Jones Industrial Average – a selloff sparked by growing concern that the Coronavirus could prove to carry a greater weight on global growth than originally…
Continuing concerns regarding COVID-19
The global equity markets have continued their decline, which began on February 20, in response to fears over the COVID-19 (coronavirus) becoming a global pandemic. The S&P 500 Index fell -12.0% from February 20-27 and is on pace for another decline on February 28. International…