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Advice to Advisors: Buy Japan, Hold U.S., Sell Europe

What is Normal?

Fixed income investors have had a rough time over the last few years. Normally a staid asset class, core bonds (as proxied by the Bloomberg Aggregate Bond Index) have seen negative returns over the last two calendar years and could potentially see negative returns for...
Advice to Advisors: Buy Japan, Hold U.S., Sell Europe

PULLBACK PERSPECTIVE

Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to absorb, especially for the heavyweight and longer-duration technology sector....
Advice to Advisors: Buy Japan, Hold U.S., Sell Europe

KEY EARNINGS SEASON TAKEAWAYS

Earnings season is mostly behind us with about 85% of S&P 500 companies having reported second quarter results. The high level results aren’t particularly impressive, but if we peel back the onion, the numbers are encouraging. Results and guidance probably haven’t...
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