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
| Market Alert • Jun 21, 2022 • 6:41 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 • Jun 08, 2022 | |
Equity Market Commentary - June 2022
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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| Market Alert • May 25, 2022 • 5:24 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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| Market Alert • Apr 01, 2022 • 4:33 Min | |
The Third Year Battle Continues. 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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| Takeaways & Key Expectations • Mar 15, 2022 | |
Equity Market Commentary - March 2022
Andrew Slimmon
In his March TAKE, Andrew Slimmon does not believe the current correction will bleed past the -20% level, and maintains that 2022 will be a an “ok” year for stocks, consistent with the third year off a recessionary low.
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| Market Alert • Mar 07, 2022 • 5:14 Min | |
Patience, while rewarded over time, can be so difficult
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 • Feb 14, 2022 | |
Equity Market Commentary - February 2022
Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.
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| Market Alert • Jan 25, 2022 | |
The Market Appears To Be Handing Us an Opportunity
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 • Dec 22, 2021 | |
Equity Market Commentary - December 2021
Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.
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| Market Alert • Nov 22, 2021 • 5:18 Min | |
The Key Ingredient for the 2021 Bull Market is Still in the 2022 Mix
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 • Nov 08, 2021 | |
Equity Market Commentary - November 2021
Andrew Slimmon
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.
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| Market Alert • Sep 14, 2021 • 06:19 Min | |
Surprise: 2021 Fundamentals Often Have Exceeded Stock Price Performances
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 • Sep 10, 2021 | |
Equity Market Commentary - Sept 2021
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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| Takeaways & Key Expectations • Jul 14, 2021 | |
Equity Market Commentary - July 2021
Andrew Slimmon
In his July TAKE, Andrew Slimmon shares his thoughts on the latest equity selloff in China and where he and his Applied Equity Advisors team stand with respect to the longer term investment prospects.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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