Category: Sleeve Management
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Monthly Economic Update
THE MONTH IN BRIEF Wall Street shifted its focus from trade to earnings in April. On that front, the news was good: through April 26, first-quarter results for S&P 500 firms had beaten expectations by 5.3%, a bit better than the historical average of 4.8%. A strong first-quarter gross domestic product reading and solid consumer…
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Recession Indicators Update LESSONS FROM 1998-2002
There are many parallels between today and 1998-2002, but the current environment lacks that period’s overvaluation and cyclical excesses. Key Takeaways There are many parallels between today and late 1998: a 19% correction and quick recovery and a brief inversion of the yield curve. The 1998 pullback proved to be a great buying opportunity as…
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Q1 Macro Commentary THE END OF NORMALIZATION
Confidence in the global economy a year ago led policymakers to move too far and too fast — ultimately hurting growth. Fortunately, the pendulum appears to be swinging the other way. The world economy wobbled into 2019 on a wave of pessimism, with multinational agencies like the International Monetary Fund (IMF), Organization for Economic Cooperation…
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PUTTING COMPANIES IN THE DRIVER’S SEAT TO ENHANCE ESG REPORTING
ESG. It’s one of the fastest growing areas of investment today. Representing 1-in-4 of every dollar that is professionally managed, sustainable investing is being integrated into portfolios at 17% each year.1 And yet, for all the investor interest and excitement around ESG, companies struggle to understand what information to report, how to report it, and the…
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New Principal® IMPACT 401(k) package helps businesses provide an efficient savings and retirement plan designed to attract and retain employees
Combines tailored services, broad digital capabilities, top-tier investment options, and competitive pricing to help drive positive retirement outcomesMay 13, 2019 Principal Financial Group® continues to innovate retirement plan solutions for small- and medium-sized businesses (SMBs) with the launch of Principal® IMPACT. This next-generation 401(k) retirement plan package is designed specifically to deliver best-in-class resources and support to…
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Talking Trade: How Far is Too Far?
The Issue The world’s leading economic councils and forums are beginning to sound the alarm on trade disputes with greater frequency and resolve. Despite the rhetoric coming from the United States and China—the two protagonists in the debate—the markets have largely ignored trade tensions. Momentary dips stemming from aggressive political discourse have mostly given way…
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Earnings Surprises and Share Buy-backs Hold Promise for May
by Louis Navellier May 7, 2019 It is starting to get bumpy, but I was encouraged by wave after wave of strong sales and earnings announcements last week. So far, the S&P 500’s annualized earnings are 5.6% above estimates. We had an incredible April, which is a seasonally strong month that benefits from pension funding…
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Global Investment Committee Outlook: 2Q 2019 update
https://www.nuveen.com/investment-outlook Risk-on, but turning more defensive Nuveen’s 2019 Outlook, published in early December, told investors to expect a tougher climb. Since then, we’ve experienced a selloff in stocks and other risk assets followed by a strong recovery in the first quarter. That might have been even a tougher climb than we envisioned, but the sort…
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ARK Disrupt | Issue 172: Blue Origin, Uber, Binance, Roku, & CRISPR
Is It Time to Go Back to the Moon, This Time to Stay? Follow Sam on Twitter @skorusARK Jeff Bezos’s private space company, Blue Origin, held an exciting event Thursday night during which it made some announcements and took some swipes at SpaceX. The talk began with Bezos’s vision for O’Neill colonies, miles-long structures floating in…
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Is inflation a thing of the past?
Is Inflation No Longer a Threat to the U.S. Economy? ‘Inflation’ used to be a word that, when discussed in economic circles, often dealt in worrisome implications – fear of too much inflation or concern over not enough inflation (or at worst, deflation). Rarely have we seen inflation running at subdued, acceptable levels for long…
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What investors can learn from Q1
3 Investment Lessons from Q1 and what they mean for Q2 The first quarter of the new year was an encouraging one for equity investors. Stocks rallied strongly, and the media buzz over trade wars and recessions slowly faded into the background. The S&P 500 soared +13.6% in the first three months led by Technology…
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AZA Capital Management / DRIV Core Update – Q1 Market Commentary
Additional Notes: We remain in our most conservative allocation as equity valuations on a range of metrics are at/near prior “bubble peaks” The strategy is currently well positioned to absorb a pullback or sell-off, while still maintaining some upside capture DRIV Core offers a great compliment to an all equity portfolio, or anyone looking to…