Podcast: Episode 8 – RickD’AmicoFixed income Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Podcast: Episode 7 – John Silvis Capital Markets Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Podcast: Episode 5 – Rick D’Amico Changing Fed Policy Expectations Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
The yield curve has inverted for the first time since 2007 – So what? Now what? In this Fairport Flash Katie Sheehan, Manager of Investments, takes a step back and defines and discusses the three main factors that the Investment Team considers when determining investment strategy – spread of the U.S. Treasury yield curve, economic […]
John Silvis, Chief Investment Officer, shares Fairport’s 2019 outlook: continued volatility, positive returns for U.S. equities, no recession, attractive valuations and shift in monetary policy.
Through the first nine months of this year, U.S. equities delivered solid returns and far outpaced other asset classes—notably, bonds and international equities. Thinking back to our last two conversations, we’ve been saying that a pullback of U.S. equities, like what we’ve seen in October, would not be unexpected. Much of the explanation for this […]
U.S. growth is strong, equity markets are still responding and historically tend to do well into mid-term elections. But the downside risks to growth are stacking up, including higher short-term interest rates and the “three T’s” – President Trump, trade policy and tariffs. What’s in store for investors as we head into August?
A lot has unfolded that we weren’t necessarily talking about back in January. We were quite positive at that time – pointing out accelerating global growth, strong S&P earnings, moderate inflation and global central banks still running stimulative monetary policies. Yet sitting here in April, volatility has reemerged, there’s a trade war brewing and the […]
As we had expected, 2017 turned out to be a very positive year for the financial markets. We experienced what has been described as a period of “synchronized global growth.” This has resulted in positive returns in all of the major asset classes and double digit returns in all of the major equity classes. Europe […]
It has been a really good year for the financial markets. We are now in the fourth quarter and the Dow and S&P 500 have both hit historic highs. For the equity markets we are now in a period referred to as “global synchronization” in which equities are performing well, not just in the U.S., […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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