Takeaways & Key Expectations

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

Takeaways & Key Expectations
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Takeaways & Key Expectations  •  17-Mar-2021

Equity Market Commentary - March 2021 

Applied Equity Advisors Team
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

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Takeaways & Key Expectations  •  24-Feb-2021

Equity Market Commentary - February 2021 

Applied Equity Advisors Team
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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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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