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
| Takeaways & Key Expectations • 08-Apr-2025 | |
Equity Market Commentary - April 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon responds to the question whether the tariff induced selloff is an opportunity to be bold and add cash to equities or better to hunker down and wait for a more attractive entry point?.
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| Takeaways & Key Expectations • 28-Feb-2025 | |
Equity Market Commentary - March 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents reasons why market volatility in the third year of an equity bull market is a normal and healthy signal.
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| Takeaways & Key Expectations • 30-Jan-2025 | |
Equity Market Commentary - January 2025
Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon questions whether the 2025 equity market will be consistent with the third year of a bull market, which tends to be mediocre at best. Or will 2025 be led by a technology revolution and a gateway like the roaring late-1990s?
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| Takeaways & Key Expectations • 05-Dec-2024 | |
Equity Market Commentary - December 2024
Andrew Slimmon
"In his December TAKE, Senior Portfolio Manager Andrew Slimmon details why he believes the “optimism phase” of the bull market is commencing right on cue and what that holds for 2025."
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| Takeaways & Key Expectations • 07-Nov-2024 | |
Equity Market Commentary - November 2024
Andrew Slimmon
"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and why, he expects potential strength to continue into 2025, albeit more muted."
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| Takeaways & Key Expectations • 17-Sep-2024 | |
Equity Market Commentary - September 2024
Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."
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| Market Alert • 12-Aug-2024 • 7:09 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 • 23-Jul-2024 | |
Equity Market Commentary - July 2024
Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.
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| Takeaways & Key Expectations • 14-Jun-2024 | |
Equity Market Commentary - June 2024
Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.
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| Takeaways & Key Expectations • 29-Apr-2024 | |
Equity Market Commentary - April 2024
Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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