Market Alert

Audio commentary on the latest market activity and possible implications for investors.

Takeaways & Key Expectations

Monthly article on market observations for the intermediate and long-term.

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Market Alert
Takeaways & Key Expectations
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Market Alert  •  21-Jun-2022  •  6:41 Min

Market Alert with Andrew Slimmon 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  08-Jun-2022

Equity Market Commentary - June 2022 

Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.

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Market Alert  •  25-May-2022  •  5:24 Min

Market Alert with Andrew Slimmon 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  03-May-2022

Equity Market Commentary - May 2022 

Andrew Slimmon
In his May TAKE, senior portfolio manager Andrew Slimmon explains why his thesis on 2022 remains consistent since his initial January outlook webcast. 2022 will be a battleground year between positive and negative influences. He expects the negatives to overwhelm in the first part of the year allowing an attractive entry point to capture more of the positives later in the year.

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Market Alert  •  01-Apr-2022  •  4:33 Min

The Third Year Battle Continues. Now What? 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  15-Mar-2022

Equity Market Commentary - March 2022 

Andrew Slimmon
In his March TAKE, Andrew Slimmon does not believe the current correction will bleed past the -20% level, and maintains that 2022 will be a an “ok” year for stocks, consistent with the third year off a recessionary low.

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Market Alert  •  07-Mar-2022  •  5:14 Min

Patience, while rewarded over time, can be so difficult 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  14-Feb-2022

Equity Market Commentary - February 2022 

Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.

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Market Alert  •  25-Jan-2022

The Market Appears To Be Handing Us an Opportunity 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  22-Dec-2021

Equity Market Commentary - December 2021 

Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.

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Market Alert  •  22-Nov-2021  •  5:18 Min

The Key Ingredient for the 2021 Bull Market is Still in the 2022 Mix 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  08-Nov-2021

Equity Market Commentary - November 2021 

Andrew Slimmon
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.

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Market Alert  •  14-Sep-2021  •  06:19 Min

Surprise: 2021 Fundamentals Often Have Exceeded Stock Price Performances 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Takeaways & Key Expectations  •  10-Sep-2021

Equity Market Commentary - Sept 2021 

Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.

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Takeaways & Key Expectations  •  14-Jul-2021

Equity Market Commentary - July 2021 

Andrew Slimmon
In his July TAKE, Andrew Slimmon shares his thoughts on the latest equity selloff in China and where he and his Applied Equity Advisors team stand with respect to the longer term investment prospects.

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Takeaways & Key Expectations  •  16-Jun-2021

Equity Market Commentary - June 2021 

Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.

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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
 

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