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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
Market Update: More Ups than Downs
Download the 1.5.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management A Great 2023! Happy New Year! As we embark on the great journey that will be 2024, let’s reflect on the key market highlights of 2023—as well as how
Bond Market Update: December Brings Good Tidings for Bond Investors
Download the 12.20.23 Dynamic Bond Market Update for advisors’ use with clients Strong Year-End for Bonds Yields continued to decline this month, gifting bond investors one of the strongest year-end rallies since the early 1980s. While most major fixed income indices are positive on the year, high yield and
Market Update: Christmas Comes Early for Investors
Download the 12.15.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Gifts from Santa Powell Both stock and bond markets rallied on Wednesday, December 13, as the Federal Reserve (Fed), led by Chair Jerome Powell, not only held rates
Market Update: A Sad Day in Omaha
Download the 11.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What are Markets Thankful For? As you sat around the Thanksgiving table with friends and family, what were you most thankful for? Well, if you’re anything like me,
Bond Market Update: Now’s the Time to Consider Fixed Income
Download the 11.17.23 Dynamic Bond Market Update for advisors’ use with clients Yields Retreat but Remain Attractive Fixed income volatility continued into November, driven by expectations that this tightening cycle may finally be coming to an end. Since our last Bond Market Update on October 20, 30-year Treasury yields decreased
Q4 2023 Investing Insights: Top 3 Expectations through Year-End and Beyond
Download the 11.10.23 Dynamic Quarterly Investing Insite for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “The world has just changed so radically, and we’re all running to catch up. I don’t want to jump to any conclusions, but look… Dinosaurs and man, two
Market Update: How High Can It Go?
Download the 10.27.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Trick or Treat: Rising Bond Yields Happy Halloween! Both stock and bond markets have seen an increase in volatility recently as the iconic 10-year Treasury yield crossed the 5%
Bond Market Update: Conjuring October Opportunities – Fixed Income Yields Rise Amidst Volatility Spell
Download the 10.20.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed Income Volatility Remains High Yields continue to rise in October as a strong labor market, inflation above the Fed’s 2% target and increased Treasury supply reinforce the “higher
Market Update: Land of the Free and Home of the Debt
Download the 10.13.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management The Great Debt Debate Happy Friday the 13th! But more importantly, Happy Birthday to me! It’s a fun birthday to have during Halloween month. Speaking of scary times, recent
Market Update: Wake Me Up When September Ends
Download the 9.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Fed Economic Projections It has been a rough September with the market down for three weeks in a row. To top things off, volatility has come back as investors
Bond Market Update: Market Volatility Spells Significant Opportunity across Fixed Income Landscape
Download the 9.22.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve (Fed), disinflation, and higher yields have
Market Update: Not Too Hot, Not Too Cold
Download the 9.8.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Labor Market Update August was a relatively flat month in terms of stock market performance as investors contemplated the potential next moves from the Federal Reserve (Fed): To hike
Q3 2023 Investing Insights: Top 3 Upward Sloping Lines
By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management Download the Q3 2023 Investing Insights for advisors’ use with clients “When life gets you down, you know what you gotta do? Just keep swimming.” – Dory (Ellen DeGeneres), “Finding Nemo,” 2003 It may be hard to believe, but the
Bond Market Update: Despite U.S. Credit Downgrade, Yield Opportunities Remain Robust
Download the 8.11.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager United States Credit Downgrade – A Brief Note Citing rising debt levels and “repeated debt limit standoffs and last-minute resolutions,” Fitch Ratings downgraded the United States credit rating from
Market Update: One Last Hurrah
Download the 7.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Market Expectations We had a big week in terms of announcements with back-to-back key updates: Wednesday, July 26: The U.S. Federal Reserve (Fed) approved a much-anticipated interest rate hike
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
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
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
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
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
Q2 2023 Investing Insights: Top 3 Lessons from Warren Buffett in 2023
Download the Dynamic Q2 2023 Investing Insights for advisors’ use with clients By Kostya Etus, CFA® Chief Investment Officer, Dynamic Investment Management “The world is a great movie to watch. But you don’t want to just sleepwalk through life. The important thing to do is to look for the job
Market Update: Buy the Rumor, Sell the News
Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the
Market Update: Good News Is No Longer Bad News
Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning