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Sep 28 | 2022
Dynamic-CAIS Partnership Delivers Complete Alternative Investment Solution
In early Q3, Dynamic announced an enterprise-level agreement with CAIS, the leading alternative investment platform servicing the wealth management and asset management industries. As Dynamic continues to accelerate development of institutionalized asset management services, the partnership with CAIS allows Dynamic’s advisor affiliates to access a range of alternative investment capabilities, addressing Dynamic’s need for high-net-worth client […]
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Sep 16 | 2022
Q3 2022 Investing Insights: Top 3 Reasons to Stay Invested for the Long-Term
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Download the 9.16.22 Dynamic Quarterly Market Update for advisors’ use with clients “Winning that ticket, Rose, was the best thing that ever happened to me… it brought me to you. And I’m thankful for that, Rose. I’m thankful. You must do me this honor. Promise […]
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Sep 02 | 2022
Market Update: Presidential Cycle vs. Stock Market
Download the 9.2.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Recent Market Activity: Volatility Abounds Friday, Aug. 26 – Jackson Hole, Wyo.: Federal Reserve (Fed) Chairman Jerome Powell made a clear and direct speech about the Fed’s plans going forward. Fighting inflation is the Fed’s […]
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Aug 18 | 2022
Market Update: Do Bonds Still Matter?
Download the 8.19.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Q&A Q. Stocks and Bonds Are Both Down in 2022. Is This a Rare Occurrence? A. This has truly been a historic year in the markets. Yes, we have experienced a stock market selloff, […]
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Aug 04 | 2022
Market Update: Economic Health Checkup
Download the 8.05.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates July 27, 2022: The Federal Reserve (Fed) Raises Interest Rates – As expected, the Fed increased the fed funds rate of 0.75%, shifting the target range to 2.25% to 2.50%, in an […]
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Jul 22 | 2022
Market Update: Are We in A Recession?
Download the 7.15.22 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Key Economic Updates 1. Inflation Still Elevated – The Consumer Price Index (CPI) in June increased 9.1% over a year ago, above estimates, and at the highest reading since 1981. Inflation is primarily driven by energy, […]
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