During the first quarter of 2019, markets staged an unexpectedly scorching bounce-back from a tough end of the year in 2018, and in the process, washed away investor fears that had built during the back half of 2018. Domestic and international stocks led the charge with double digit returns; commodities and corporate bonds had a…
The fourth quarter of 2018 did not usher in the typical year-end rally that investors have come to expect in recent years. Global equity markets got off to a weak start, failed to recover, and ultimately plummeted, as weak business indicators collided with perceived governmental policy risks with respect to the Federal Reserve. Commodity markets…
The beginning of the first quarter was serene and pleasurable, as equity markets levitated on the back of increasing earnings expectations and solid world economic underpinnings. But the market euphoria didn’t last long. February saw volatility awaken from its slumber with a jolt, kicking off a long-anticipated correction that reminded investors there is never a…
On Saturday, March 17, 2018, Pinnacle Advisory Group’s investment team offered their thoughts on the market, outlined upcoming investment trends and wealth preservation strategies, and explained our approach to risk management. Here’s what they covered: 0:00 – Ken Solow: Volatility and Risk 20:56 – Rick Vollaro: A Time of Gradual Transition 39:08 – Sauro Locatelli:…
After a solid third quarter, investors began to wonder just how long the market could run without a healthy pullback. But those bracing for a market correction got caught flat footed as markets found a way to keep powering ahead in the fourth quarter. Domestic equity markets surged in anticipation of tax relief, emerging markets…
The third quarter of 2017 was highlighted by unfavorable seasonal effects and a steady stream of nerve wracking geopolitical developments, but despite a challenging environment world equity markets persistently fought off short-term jitters and closed out the quarter solidly in the green. Commodities markets also bounced back in the third quarter, and fixed income found…
The first quarter picked up where the fourth quarter left off, with equity markets celebrating the surprise of a new U.S. administration that global investors perceived to be more business friendly than the previous one. During the quarter, stocks rallied around the world and along with a pullback in the U.S. dollar and signs that…
We are pleased to present a recording of “Roadmaps and Hangovers,” our 2017 Inside the Investment Committee event, which gave attendees an inside look at the thoughts, views, and strategies of our investment team.
2016 began with a thud and ended with a bang. After one of the worst-ever starts to a year, U.S. stocks managed to rebound and ultimately finish the year with solid gains. Much of the rise came in the final few weeks of the year, following the surprising results of the U.S. presidential election. Indeed,…
On September 19, 2016, S&P Dow Jones and MSCI, Inc. added a sector for Real Estate. Up to this point, REITs have traditionally been considered a sub-industry and part of the Financial sector, but as of the market close on August 31, 2016 (and effective September 19, 2016), they were split from the Financial sector…
