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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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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Takeaways & Key Expectations  •  07-Mar-2024

Equity Market Commentary - March 2024 

Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.

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Takeaways & Key Expectations  •  08-Feb-2024

Equity Market Commentary - February 2024 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.

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Market Alert  •  05-Jan-2024  •  5:59 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  •  12-Dec-2023

Equity Market Commentary - December 2023 

Andrew Slimmon
In his December TAKE, Senior Portfolio Manager Andrew Slimmon shares a few lessons from 2023.

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market-alert audio
Market Alert  •  31-Oct-2023  •  5:14 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.

Audio-Page-Tile
Insight thumbnail audio icon
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  13-Sep-2023

Equity Market Commentary - September 2023 

Andrew Slimmon
In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.

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Takeaways & Key Expectations  •  14-Aug-2023

Equity Market Commentary - August 2023 

Andrew Slimmon
Responding to questions from those on the front lines, in his August TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts for what could be ahead for the equity markets.

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market-alert audio
Market Alert  •  26-Jul-2023  •  7:10 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.

Audio-Page-Tile
Insight thumbnail audio icon
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  15-Jun-2023

Equity Market Commentary - June 2023 

Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon presents helpful thoughts for now what happens to equities.

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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
 

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