Blog
Showing posts tagged with: Milton MA Retirement Planning
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
25
Jun
Jun
Quarterly Update – June 2018
Genesis Wealth Advisors0 comments 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.
15
May
May
Quarterly Update – May 2018
Genesis Wealth Advisors0 comments 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
01
Apr
Apr
Quarterly Update – April 2018
Genesis Wealth Advisors0 comments 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
01
Mar
Mar
Quarterly Update – March 2018
Genesis Wealth Advisors0 comments 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
15
Feb
Feb
Quarterly Update – February 2018
Genesis Wealth Advisors0 comments 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
09
Feb
Feb
Quarterly Update – January 2018
Genesis Wealth Advisors0 comments 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
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