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Bond Market Update: Rate Expectations and CPI Surprise – Not a Novel by Charles Dickens

Download the 2.23.34 Dynamic Bond Market Update for advisors’ use with clients First Cut Remains Elusive Although rate cuts are still widely anticipated this year, recent data has pushed the expected start date further into 2024. The likelihood of a cut at the next Federal Open Market Committee (FOMC) meeting appears low, following comments from […]

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Market Update: 500 Over 5,000

Download the 2.16.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  What Recession?  Happy Valentine’s Day! As a special treat, the S&P 500 has crossed over 5,000 for the first time ever. While this is just a number, it signifies the strength we have exhibited […]

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Portfolio Perspectives: Optimal Asset Location, Part I – Equities

The Right Asset. In the Right Place. At the Right Time. By Lucas Felbel, CIMA®, Director, Portfolio Services In the ever-evolving landscape of wealth management, financial advisors navigate the difficult inevitabilities of death and taxes with their clients. While the former remains beyond our control, the latter offers a subject where advisors can exert positive […]

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Market Update: From Peaks to Soft Landings

Download the 2.2.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  All Eyes on Fed  As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock […]

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Bond Market Update: Bullets, Barbells and Ladders: Strategies to Consider When Rates Decline

Download the 1.26.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario […]

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Market Update: Bumpy Road Ahead

Download the 1.19.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’  While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) […]

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