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Bond Market Update: Weighing Duration vs. Potential Performance At this Time of the Rate Hike Cycle

Download the 7.21.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Does it make sense to avoid duration until this rate hiking cycle is complete? With the Federal Reserve (Fed) telegraphing two additional rate hikes in 2023, investors may question the efficacy of adding longer […]

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Market Update: What’s in Store in the Second Half? Stay Diversified, My Friends

Download the 7.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Normalization and Moderation The first half of 2023 has been great for the global stock market, with both domestic and international indices up double digits (S&P 500 Index up 16.9% and MSCI EAFE Index […]

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The Importance of Culture for the Client Experience

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to […]

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Bond Market Update: FOMC June Policy Meeting – A Hawkish Pause

Dynamic is pleased to introduce a new Market Update segment, “Dynamic Bond Market Update,” where our fixed income specialist Bill Smith will discuss the latest impacts on the bond market and what’s expected moving forward. Intended for advisor use, a summary of the Bond Market Update will be distributed once a month to advisors via […]

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Market Update: Are We in a Bull Market?

Download the 6.9.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Another Goldilocks Jobs Report  It may be hard to believe, but the S&P 500 closed out last week (ending 6/2/23) up over 20% from its previous low point set in mid-October. This officially puts […]

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Market Update: The Debt Ceiling Debate

Download the 5.26.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Do the Right Thing  We haven’t had a shortage of headline risks this year with the turmoil in the banking sector, the potential for a recession, trying to predict the Federal Reserve’s (Fed) next […]

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