In our 2020 mid-year investment market review & outlook, Chris Thomas discusses the main economic and market related themes from a rollercoaster first half of the year along with some of the key topics and scenarios we’ll be watching as we step into the 2nd half of 2020. We also share some insight on what’s… Read more »
The Macro View
Posts Tagged: Investing
Expecting The Unexpected: Coronavirus and Managing Risk
The stock market is down another 2% today after the S&P 500 had already fallen a combined 6% on Monday and Tuesday. As you probably know, the reason behind the market’s recent swoon is growing global concern about the potential impacts of the coronavirus and its spread outside of China to Europe and here… Read more »
Doing More Than the Average…Intro to Factor Investing
At its core, factor investing is a form of quality control. You have a set of criteria, or factors, that you believe are indicative of a stock’s success, and choose your investments by ranking companies based on these specific factors. Factor-focused investing may look at a number of different factors when choosing what stocks… Read more »
A Few Things We Ought To Trust: Waze, 6-Irons & Our Investment Portfolios
What was the last situation where you made an emotional decision only to regret it almost immediately? Did you trust your gut on a “shortcut” and get stuck in traffic instead of just listening to Waze? Did you hit your driver and try to carry the hazard instead of laying-up with a 6-iron? Did you really go into Target convinced you’d spend less than $100 this time? Well, we’re human beings and that’s what… Read more »