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Market Update: Market Performance around Crisis Events
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 2.24.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) fell sharply on Thursday (February 24) after Russia launched military attacks on Ukraine. This marks the fifth
Q1 2022 Investing Insights: Top 3 Ways to Diversify for Low and Rising Interest Rates
By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management “You won’t lose the house. Everybody has three mortgages nowadays.” – Venkman (Bill Murray) “But at 19 percent? You didn’t even bargain with the guy.” – Ray (Dan Aykroyd) – “Ghostbusters,” 1984 A top theme in 2022 is the rising
Market Update: The Market is Down, But Not Out
By Kostya Etus, CFA® Head of Strategy, Dynamic Investment Management Download the 1.25.22 Dynamic Market Update PDF for advisors’ use with clients The U.S. stock market (as represented by the S&P 500 Index) has recently experienced some volatility and downward pressure. It’s always important to take a longer-term perspective on
Investing Insights: Evolution of Risk Management
By Konstantin (Kostya) Etus, CFA® Head of Strategy, Dynamic Investment Management Is the 60/40 portfolio dead? This question has been coming up a lot lately given historically high valuations for the stock market and historically low interest rates for the bond market, leading to relatively low return expectations for the
Q3 2021: Top 3 Investor Concerns: Taxes, Inflation and Crypto
By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “Buy low, sell high. Fear? That’s the other guy’s problem.” – Louis Winthrope III (“Trading Places,” 1983) The strong performance for the stock market continues, however volatility is elevated and there are some investor concerns for the future. Here, we