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Showing posts tagged with: Milton 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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Quarterly Update – June 2018

Genesis Wealth Advisors
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Commentary

  • Strong U.S. economic indicators and strong 1st quarter earnings pushed U.S. equities higher
  • Economic news overseas was not as positive with heightened uncertainty in Southern Europe over populist elections
  • Technology remains a strong driver of performance across most markets, especially the U.S.

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Quarterly Update – May 2018

Genesis Wealth Advisors
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Commentary

  • Mid to long term asset returns expected to be below the long term averages
  • Invest in innovative technologies that are and will continue to effect global industries in a positive way
  • Growth expected to slow as debt levels rise and demographics play a role

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Quarterly Update – April 2018

Genesis Wealth Advisors
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Commentary

  • We believe we are entering the late stages of both the financial market and economic cycle
  • Bonds continue to confuse and confound investors – where is inflation?
  • Non-correlated strategies lag traditional strategies even with a pick up in market volatility

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Quarterly Update – March 2018

Genesis Wealth Advisors
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Commentary

  • As we’ve been anticipating for some time, market volatility is back;wheth er it was the inflation scare of the recent jobs report or something
    else, the VIX soared
  • The market wide sell off in the first half of February was across both equity and bond markets, and we continue to advocate for the inclusion of less expensive, lower correlation diversifiers like liquid alternatives
  • Correlations moved higher across most assets as fundamentals remained weak

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Quarterly Update – February 2018

Genesis Wealth Advisors
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Commentary

  • Global Equity markets moved higher during January on high levels
    of economic and earnings optimism
  • Bond markets began to sell-off with the yield on the US 10 yr
    Treasury benchmark rising well past 2.5%
  • High asset valuations and fears of accelerated rate hikes by the Fed
    pushed yields and equity volatility higher

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Quarterly Update – January 2018

Genesis Wealth Advisors
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Commentary

  • 2017: Risky assets soar, Bitcoin bubble, income gap widens, debt soars, wages stagnant, brick and mortar retail closures
  • 2018: Consensus is bullish on growth and stocks, geopolitical uncertainty rises, volatility rises, debt soars, and inflation tame
  • Watch for central bank missteps, policy errors, social unrest, and
    bumpier market

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