Stableford Capital Insights

It was a November to Remember! If someone told you in March that the S&P 500 would be hitting all-time highs in late 2020 while Covid-19 cases surged and offices and restaurants remained vacant, how would you have responded? Well, here we are. The S&P 500 increased 10.8% in November, an enormous move after 2 consecutive negative months. Stepping back, it makes sense: Equity markets are forward-looking. So, where do we go from here? Read more here.

As the summer closes, there are two news items that are expected to impact the markets. The first is the message from the federal government that they intend to taper its bond purchases. The second is the negative Michigan Consumer Sentiment survey about consumer confidence. Learn how each will likely affect the market to prepare for the coming changes.

June 2021 is ending the month on an unconvincing run as breadth diminished, even as the overall index increased. This narrowing participation strikes us as a sign of risk, as investors remain unconvinced about future strength and where rates will go. As a result, equities remain in equity-rotation limbo. Review Stableford Capital’s June Market Commentary to inform your decisions.

We are entering a decelerating growth environment which explains the relatively flat May that equities and S&P 500 experienced. Why do we find ourselves in this slow down what are the smart moves? Review Stableford Capital’s May Market Commentary to inform your decisions.

A slow-down in recent growth is inevitable. US economists predict equities will peak during the second quarter of 2021. How can you leverage a shifting market? In the Stableford Market Commentary: 2021 learn what’s being worth selling, and why, how equities are projected to perform for the remainder of 2021, and the prediction for 10-year Treasury Bond rates.

Inflation is a concern to today’s investors. We can’t blame them – there’s hasn’t been a huge inflationary spike in 30 years. How do recent market performance and anticipation of inflation impact equities? In the Stableford Market Commentary: March 2021, Justin Thomas offers a research-backed view of the market, along with the balance between inflation and equities.

After reaching all-time highs in mid-February, equity markets have started to decline and become highly volatile. What is driving this? Stableford market commentary February 2021 review includes an overview & analysis of recent economic data, market happenings, and indicators. Read more here.

Is the slight dip in Equity markets, over-inflated housing market, and irrational investor actions ominous signs that there’s a bubble and other disasters to come? The Stableford Market Commentary, January 2021 explains their approach in uncertain markets and why they don’t ascribe to a particular view and avoid being too bearish or bullish. Read more here.

Find out how the Stableford approach to 2020’s fourth quarter fared compared to market outcomes. Positioning targeted less volatility and risk than the overall market, and we participated in the upside with bets on small caps, cyclicals, and value. But we also maintained our aversion to downside risk. The Market Commentary shares news on fixed income and markets.

A big part of investing is knowing where you stand and what future events might alter your views. The 2020 Election is one such event. Politics aside, the events of the election have what equity-geeks call a high level of dispersion—a wide range of outcomes. We’ve studied the election extensively- read our analysis of the key election impacts – and what Stableford’s positioning in front of the elections.