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Showing posts tagged with: Foxboro MA Retirement Planning

Quarterly Update – February 2019

Genesis Wealth Advisors
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Commentary

Current Investment Strategy and Themes

  • Equity flows still steady despite lower earnings ahead.
    Credit downgrades continue in less than investment grade
    debt.
  • Global growth is slowing and potential gray swans include
    a central bank mis-step, U.S. – Chinese trade war & an
    over-inflated Collateralized Loan Obligations (CLO) market.
  • We recommend positioning portfolios in a diverse mix of
    equity, credits & alternative investments that benefit in
    the later stages of the economic cycle.

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Quarterly Update – January 2019

Genesis Wealth Advisors
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Commentary

Current Investment Strategy and Themes

  • Equity markets recover in January. Global growth and
    earnings point to a downward trend in 2019.
  • Global credit tightening and trade effects point to a
    slowdown and risks of eroding credit quality and
    increasing debt levels.
  • Structure portfolios with low cost beta exposure

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Quarterly Update – 4th Quarter 2018

Genesis Wealth Advisors
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Commentary

Current Investment Strategy and Themes

  • Market volatility increases as investors see signs the U.S. is approaching late cycle
  • Future growth impacted by global credit tightening, risks of eroding credit quality and increasing debt levels
  • Structure portfolios with low cost beta exposure plus innovative technologies that will effect global
    economies

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Quarterly Update – July 2018

Genesis Wealth Advisors
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Commentary

  • Four of the largest traded technology stocks on the market accounted for 86% of the overall market return this year
  • Amazon has contributed nearly 36% of the S&P 500’s total return this year (Amazon is up 45% YTD)
  • The concentrated effect is reminiscent of the peak of the tech bubble of 2000, with difference being today’s leaders are profitable

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