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 • 24-Jul-2020 | |
Equity Market Commentary - July 2020
Andrew Slimmon
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
Andrew Slimmon
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
Andrew Slimmon
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
Andrew Slimmon
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
Andrew Slimmon
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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| TAKEAWAYS & KEY EXPECTATIONS • 31-Jan-2020 | |
Equity Market Commentary - January 2020
Andrew Slimmon
Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.
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| Market Alert • 31-Dec-2019 • 4 Min | |
Don’t Overreact to an Early January
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 • 05-Dec-2019 | |
Equity Market Commentary - December 2019
Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.
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| Market Alert • 04-Dec-2019 • 4 Min | |
Capitulation is Just Commencing
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-Nov-2019 | |
Equity Market Commentary - November 2019
Andrew Slimmon
In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.
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| Market Alert • 13-Nov-2019 • 4 Min | |
The S&P 500 Has Broken Out to New Highs, 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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| Market Alert • 25-Oct-2019 • 4 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.
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| TAKEAWAYS & KEY EXPECTATIONS • 25-Sep-2019 | |
Equity Market Commentary - September 2019
Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.
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| TAKEAWAYS & KEY EXPECTATIONS • 05-Aug-2019 | |
Equity Market Commentary - August 2019
Andrew Slimmon
Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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