Stableford Capital Insights

Explore the latest market updates, company news, and helpful resources from your Stableford team.

Stableford Market Commentary November 2022

Financial Advisers looking at market reports

The CPI report date 10- Year U.S. shows treasury yields fell an astounding 27 basis points as investors concluded that we’ve seen peak rates. In total, 10-Year U.S. treasury yields plunged a whopping 45 basis points to close out at 3.6% for the month. Meanwhile, equities jumped 5.4% for the month on the belief that lower rates would support higher valuations. The November Market Commentary will help explain what is going on.

Stableford Market Commentary: October 2022

image of currency and graph showing rise and fall with chart showing overall growth

After a brutal September, the S&P 500 bounced 8% during October. With the heightened fears of the Liz Truss UK debacle in September, news could not get any worse—and it didn’t. When market sentiment and fear reach extreme levels, a constant stream of bad news is required to push indexes down further. In the absence of further unwelcome news, markets bounced. The October Market Commentary will try to help explain what is going on.

Stableford Market Commentary: September 2022

Image of coins stacked in progression least to most, graphs, charts for investing strategy

Interest rates reached levels last seen in 2010 following U.K. prime minister Liz Truss’ surprise deficit-widening budget (and associated borrowing requirements) forced bond sales by U.K. Pensions in order to meet margin calls. U.S. Treasury rates, already moving higher in September, were pushed to even higher levels as panic set in at U.K. pensions in search of liquid assets to unload quickly. The September Market Commentary will try to help explain what is going on.

Stableford Market Commentary: August 2022

August 2022 Market Commentary Investment strategy over time

Groupthink is incredibly powerful. If enough people believe something, will it come true? In the case of equity markets, yes—but only temporarily. Equity investors are slowly learning that the Fed must fulfill its inflation mandate for the first time in a generation. The Fed no longer has your back (as long as inflation persists)as it was previously. The August Market Commentary will try to help explain what is going on.

Stableford Market Commentary: July 2022

Where will the market go next

The Fed remained hawkish during the July meeting, but traders were having none of it, despite continued multi-decade highs in inflation. Yields on the US Treasury 10 Year fell 36 basis points during July as investors begin to price in an economic slowdown. Recall that the 10 Year was nearly 3.5% a month and a half ago. Bond managers have switched from inflation fear to recession fear. The July Market Commentary will try to help explain what is going on.

How to Leverage Financial and Technology Trends to Improve the Family Office Firm

Financial and Technology Artificial Intelligence

As technology advancements are made at warp speed, it’s easy to get overwhelmed by new software or tools. In this article, learn how to identify the financial and technology tools that will help advance your family office’s strategy. While technology tools can aid in more informed investment decision-making, often they are behind the scenes to improve operational efficiencies for a more seamless and transparent client experience. 

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