NAsdaq Tag

Special Report: Seasonal Tailwinds

01 Nov, by Steven Vannelli, CFA in Markets, Portfolio Management

We find compelling evidence that seasonal factors exist, historically leading November and December to be the highest 2-month combined returns all year. In our allocation portfolios, we have increased our equity exposure significantly in an effort to capitalize on these year-end trends. Please find below our...

The Probability of Stagflation is Rising

10 Dec, by Bryce Coward, CFA in Economy, Markets, Portfolio Management

This week we were privy to both new inflation and initial unemployment claims data. The CPI data revealed a rather mundane inflation scenario. Meanwhile, the weekly initial claims number came in at a whopping 853K and missed estimates by the largest amount since June. Yet,...