CLS Investments believes investors should keep their eye on three big things in the asset management world heading into the new year: politics, China and the Fed, and whether the U.S. is headed for an expansion or a recession.
Category: Elections
Midterm Elections: Quick Facts on the Market Impact
Content provided by Shana Sissel, CAIA, Portfolio Manager The U.S. midterm elections are just around the corner, and investors remain concerned about how the results could impact the equity markets. The answer is simpler than many may think: The midterm elections have historically been positive for U.S. equities. It may sound odd not to consider… Continue reading Midterm Elections: Quick Facts on the Market Impact
Election Reflection
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager It’s no secret that markets hate uncertainty. Trump presents uncertainty – and markets reacted that way overnight. S&P 500 Index futures were down nearly 5% at one point, but have come screaming back to trade positive on the day. Sound familiar? Following the surprise Brexit… Continue reading Election Reflection
First Wednesday of November
Regardless of your political affiliation, Wednesday was a tough day for markets. Typically the day-to-day changes in the market are not necessarily a concern to the long-term investor. However, there were some interesting developments yesterday. The following chart, which was published before the election, predicted reactions of some industries based on the victory of each respective party: These… Continue reading First Wednesday of November
Why Should I Invest Now?
Right now, investors are facing economic headwinds: slowing global growth, disappointing earnings releases, and the infamous approaching fiscal cliff. However, there are plenty of reasons to stay invested or start investing now, even with the fear and uncertainty that surrounds the financial landscape. Reasons to stay invested: Within the next year, uncertainties will dissipate. The fiscal cliff… Continue reading Why Should I Invest Now?
Treasure on the Streets of Chicago
Prior to my kids starting school, our family spent a long weekend in Chicago. There were many fun things to do and see, especially for kids ages six and nine. We went to the top of the John Hancock building, visited the Museum of Science and Industry and the Field Museum, spent the day on… Continue reading Treasure on the Streets of Chicago