The significant November rebound in equities stands in stark contrast to the disappointing earnings season and 5% rates that drove October lows. Read the November Market Commentary for a detailed overview of the situation.
Tighter financial conditions are impacting both stocks and the real world where higher interest rates are impacting auto loans, credit cards and overall business conditions. Read the October Market Commentary for a detailed overview of the situation.
Generative AI is a rapidly advancing technology that has garnered widespread attention across all industries and markets. With a projected growth from its current $100 billion stature to a staggering $2 trillion by 2030, it’s a twentyfold increase that demands attention.
After one- and one-half years of raising rates, the fed is finally getting the slowing economy it wants. But is it too much? Read the September Market Commentary for a detailed overview of the situation.
Have soft-landing expectations peaked? Equities fell 4.9% at the August low before rebounding to close down 1.9% for the month. It seems that expectations finally got so high that the market was unable to meet them. The August Market Commentary will help explain what is going on.
Second Half Kickoff—A dichotomy between rates and equities: Equities rose another 3% during July, driven by expectations of a Fed pause and lower inflation. The equity upswing is at odds with U.S. 10 Yr. Treasury rates, which increased during July. The July Market Commentary will help explain what is going on.
Mid-Year Checkup—What happened in the first half of 2023? The first half of 2023 was surprising because when the Fed has tightened this quickly in the past it has led to significant economic downturns due to a negative wealth effect. The June Market Commentary will help explain what is going on.
Investment firms like Stableford Capital pursue GIPS compliance to be able to provide accurate investment performance across the board. By claiming compliance with GIPS investors can better compare Stableford’s investment performance to other firms internationally.
Managing your wealth and making effective financial decisions requires more than just balancing financial services, taxes, and asset management. It also requires a deep understanding of your individual goals, needs, and values. Stableford rises to this challenge by combining open client communication and engagement, an innovative data-driven process, and proven, yet personalized investment strategies. Read more about our investment philosophy and watch our video in this article.
Is bad breadth unhealthy for equities? Equities were up a slight 0.2% in choppy trading during May. The bigger story is the spread between the S&P 500 and the equal weighted S&P 500. The May Market Commentary will help explain what is going on.