Blog
Showing posts tagged with: Foxboro MA Wealth Management
12
Mar
Mar
Quarterly Update – January 2019
Genesis Wealth Advisors0 comments 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
12
Mar
Mar
Quarterly Update – 4th Quarter 2018
Genesis Wealth Advisors0 comments 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
12
Jul
Jul
Quarterly Update – July 2018
Genesis Wealth Advisors0 comments 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
Mar
Quarterly Update – February 2019
Genesis Wealth Advisors
0 comments
Commentary
Current Investment Strategy and Themes
Credit downgrades continue in less than investment grade
debt.
a central bank mis-step, U.S. – Chinese trade war & an
over-inflated Collateralized Loan Obligations (CLO) market.
equity, credits & alternative investments that benefit in
the later stages of the economic cycle.
Read more