Investors experienced wild swings in September, something they have been unaccustomed to for most of 2021. The S&P 500 posted several days with declines of greater than 1%. It...
Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey published September 21, 2021, which represents the opinions of 32 of the nation’s...
Geopolitical tensions are rising at an unfortunate time for President Biden as he tries to push through what would be the largest spending package in over 100 years. This ambitious domestic agenda is seemingly at risk due, in part, to foreign policy missteps. Most notably among them was last month’s dismount from the...
“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...
With public equity valuations at historic highs and traditional fixed income yields at historic lows, investors may need to seek new sources of return to meet their targets. Many...
Records are falling around the globe – and not just at the Olympics. Olympic athletes have set 20 world records in Tokyo. In the economy, the National Bureau of...
VIDEO TRANSCRIPT: Well crafted sourdough and inflation have a lot in common. For both, you need more than the right ingredients (Flour, Water, and Salt or Production, Liquidity and Innovation). To...
The bull market is alive and well as the S&P 500 posted its strongest first-half-year gains since 1998. However, last winter’s optimism over the development of effective vaccines and an...
Businesses and households have different perceptions of the current job market. The Bureau of Labor and Statistic’s establishment data suggests that plenty of jobs are available. The Bureau’s household...
The Federal Reserve (led by the “Dread Pirate Powell”) and the market (personified by “Mr. Market”) are currently engaged in a battle of wits. Pundits argue that improving economic...
The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according...
Stocks continued to rally in April, with the S&P 500 returning more than 5.3%. The increase came despite President Biden announcing plans to raise taxes on investment income for households earning more than $1 million per year. Biden’s plan...
Each quarter, we bring you inside Colony’s Investment Committee discussions to learn, first-hand, about the trends that affect the markets, and how they may shape our investment outlook. Top trends we’re...
Trading in investment markets over the past twelve-plus months has been extraordinary. Aggressive monetary and fiscal policy responses and the medical community’s rapid development of effective vaccines marked the fastest recovery...
March 2021 was profitable for equity investors, with the S&P 500 advancing more than 4%. The path to get here has been volatile, however, something we suggested may occur at the outset of the year. Volatility was particularly evident in the U.S. Treasury markets, which saw rates dance along in a “two steps forward, one step...
One year ago today, on March 23, 2020, the market reached its COVID-Crash nadir. Anniversaries, such as this, provide an opportunity to reflect on what transpired. Unlike past crises,...
Tariq Fancy, Blackrock’s former CIO of Sustainable Investing, recently made headlines when he called out Blackrock, along with the rest of the financial services industry, for “duping” the American...
Inflation was at the top of investors’ minds for much of February as they tried to parse inflation expectations and its impact on their portfolios. Equities capped off an...
While overall equity returns were unremarkable in January, speculative trading in a few stocks was electrifying. As investors focused on traditional measures of company and economic health, such as earnings and economic growth, momentum drove several names to unusually high levels. We asked Seth Hieken, Director of In-House Solutions and Senior Portfolio Manager about the peculiar market activity. You’ve discussed how the combination of...
The United Nations Sustainable Development Goals (SDGs) are a collection of global goals that seek to integrate and balance the three key areas of sustainable development: economic, social, and...
In the 2021: Great Expectations webinar, our Investment Leadership Team provided their insights on the markets and economy and addressed questions on the minds of investors including: Should investors anticipate similar...
Most investment markets posted strong returns for 2020 despite grappling with a pandemic and one of the worst global economic crises since the Great Depression. While counterintuitive to many,...
Generating tax alpha and building selectively around concentrated stock positions are direct indexing’s primary benefits, according to Brian Katz, CIO of The Colony Group.
December marked the end of the best quarter over the last 25 years for smaller, publicly traded companies’ stocks. The S&P SmallCap 600 Index advanced 8.3% for the month and a whopping 31.3% for the quarter. These gains are more impressive when compared against the S&P...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Over the past two years, the Federal Reserve...