Takeaways & Key Expectations
Monthly article on market observations for the intermediate and long-term.
Takeaways & Key Expectations
| Takeaways & Key Expectations • 04-Dec-2020 | |
Equity Market Commentary - December 2020
Applied Equity Advisors Team
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.
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| Takeaways & Key Expectations • 30-Sep-2020 | |
Equity Market Commentary - September 2020
Applied Equity Advisors Team
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.
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| Takeaways & Key Expectations • 24-Jul-2020 | |
Equity Market Commentary - July 2020
Applied Equity Advisors Team
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.
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| Takeaways & Key Expectations • 30-Jun-2020 | |
Equity Market Commentary - June 2020
Applied Equity Advisors Team
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”
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| Takeaways & Key Expectations • 04-Jun-2020 | |
Equity Market Commentary - May 2020
Applied Equity Advisors Team
Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.
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| Takeaways & Key Expectations • 23-Apr-2020 | |
Equity Market Commentary - April 2020
Applied Equity Advisors Team
Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.
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| TAKEAWAYS & KEY EXPECTATIONS • 14-Feb-2020 | |
Equity Market Commentary - Feb 2020
Applied Equity Advisors Team
In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.
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