Debunking Some Bunk: Is September Really That Bad a Month?

Sometimes our industry grabs on to a concept and cannot let it go. Is September the worst month from a performance standpoint? Does it almost always go down? Should one avoid the markets in September? Let’s take a quick look.

Fireside Charts
Unemployment Ticks Down, Business Closures Rise, and Is a New Bubble On the Rise in Stock Valuations?

Unemployment Ticks Down, Business Closures Rise, and Is a New Bubble On the Rise in Stock Valuations?

After climbing slightly through August, new unemployment claims ticked down last week. We’re far from out of the woods though as permanent business closures continue across the country. And as the Fed now intends to keep rates at historic lows through at least 2023, it may be time to move beyond traditional allocation methods like the 60/40 portfolio. Do you have an alternative in place?

Economics and Investing
How Should Investors Think About the Upcoming Election’s Impact on the Stock Market?

How Should Investors Think About the Upcoming Election’s Impact on the Stock Market?

The top question we are being asked from advisors right now: “is there data that can help me anticipate stock market returns in an election year?” While we have outlined some key data worth examining, our takeaway is we would caution against making any significant investment decisions based on these trends.

Economics and Investing
LISTEN: PM Brendan Ryan on ‘Behind the Markets’

LISTEN: PM Brendan Ryan on ‘Behind the Markets’

BCM Portfolio Manager Brendan Ryan, CFA® joined Jeremy Schwartz and Jeremy Siegel of Wharton Business Radio's Behind the Markets podcast to discuss why traditional asset allocation methods are no longer sufficient, emerging short- and long-term market trends, and how to use machine learning to pursue prudent risk taking in an era where it's becoming more necessary than ever.

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Fireside Charts
Unemployment Ticks Down, Business Closures Rise, and Is a New Bubble On the Rise in Stock Valuations?

Unemployment Ticks Down, Business Closures Rise, and Is a New Bubble On the Rise in Stock Valuations?

After climbing slightly through August, new unemployment claims ticked down last week. We’re far from out of the woods though as permanent business closures continue across the country. And as the Fed now intends to keep rates at historic lows through at least 2023, it may be time to move beyond traditional allocation methods like the 60/40 portfolio. Do you have an alternative in place?

Fireside Charts
U.S. Manufacturing Growth Slows, Trends in the S&P 500, and the Fed Slows Asset Purchases

U.S. Manufacturing Growth Slows, Trends in the S&P 500, and the Fed Slows Asset Purchases

Though manufacturing activity remains strong in New York, national growth fell below expectations last month as momentum slows in the face of natural disasters and the ongoing battle against the coronavirus. And while the big have certainly gotten bigger in the S&P 500® Index, do the new follow the same pattern? Finally, after a historic wave of asset purchases that effectively stabilized yields, the Fed is easing off the gas pedal. Will Chairman Powell reveal any significant new insights when he speaks this afternoon?

Fireside Charts
CPI Comes in Above Expectations, America Faces a Housing Crisis, and China’s Market Share Grows

CPI Comes in Above Expectations, America Faces a Housing Crisis, and China’s Market Share Grows

Consumer prices rose for the third straight month in August, bringing year-over-year CPI growth to 1.3%. Renters and homeowners alike are under growing pressure as cash grows tight and the looming threat of evictions and foreclosures grows stronger. And China’s market share climbs to capture over 40% of the emerging market equity index.