How can thematic investing help individuals and families align their values with how they invest their wealth?

As people seek to align their values and beliefs with their desire to have a greater impact on the world’s most important environmental and social issues, thematic investing is...

The Coronavirus Monster Comes Into Focus

After several very eventful weeks for the markets, trading was relatively calmer this week. It is hard to fathom that in a week in which we saw the S&P...

Bringing The Economic Bazooka To The Coronavirus Fight

Rays of light shone upon the investment markets this week after policymakers pulled out their big guns often referred to by investment commentators as the bazooka. As the magnitude...

Colony Market Update – COVID-19 Impact

People are gripped with fear. We fear getting sick, losing our jobs, and watching our portfolios decline in value. That is a very understandable reaction to the crisis in which we currently find...

Policy Responses to the Economic Consequences of Coronavirus

Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Coronavirus presents economic challenges as well as...

What A Week – Really, This Time

At The Colony Group, we take a long-term perspective despite a shorter-term news cycle. During this period of higher uncertainty, we aim to provide more frequent market updates and...

What to expect as markets continue to react to the latest coronavirus news

For our most recent update on the COVID-19, please read: What A Week, Really This Time Equity markets opened sharply down again this morning following President Trump’s address to the nation....

The biggest financial risk that no one wants to talk about

By now, you’ve probably heard just about every variety of prediction for the U.S. economy and financial markets. While those predictions are all over the place, I’m struck by the...

What a Week! Or Not…

This week was another wild ride in the markets but we returned almost back to where we started. Virus Global cases have now topped 100,000 and we anticipate seeing...

February Market Update: Coronavirus and the Markets

The month of February 2020 saw equities achieve all-time highs followed by one of the most violent sell offs in recent memory. Equity markets were rocked in the last...

The Dirty Dozen: 12 Fallacies that Investors Believe in Good Times

As the longest bull market in modern U.S. history just keeps on rolling, have you noticed that many people have become less comfortable talking about their investments?  It’s almost...

When a Bug Hits the Market

January 2020 started off well enough with both U.S. and Emerging Markets taking turns as the top performer among equities, both up ~3% year-to-date as of January 17th. Then,...

Colony 20/20 Market Outlook

A few of the highlights include: What are the expectations for interest rates and inflation? How has the nature of recessions changed since the 50? Are U.S. stocks too...

Q4 2019 COLONY MARKET PERSPECTIVES

What a difference a year makes! After a rough end to 2018, when U.S. stocks recorded their first down year since the recovery started, investor sentiment was at a...

Who Made The Colony Group’s Naughty & Nice List?

One month does not a trend make: On Football and Investments

By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer; Richard Steinberg, CFA, Chief Market Strategist A review of October’s investment returns may cause you...

Q3 2019 COLONY MARKET PERSPECTIVES

In this quarter’s Perspectives we look at why companies are finding reasons to stay private for longer and how this impacts the market for initial public offerings (IPOs). We...

Why Is Inflation so Low?

Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Inflation has averaged just over 1-1/2 percent...

Sometimes, it’s not good to be King

By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer & Richard Steinberg, CFA, Chief Market Strategist When we look back on the returns of...

What Can the Employment Report Tell Us?

Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Slowing growth abroad, particularly in Germany and...

Technicolor Investing in a World of Two-Tone News

By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer & Richard Steinberg, CFA, Chief Market Strategist Movies developed using technicolor appear highly saturated if...

Q2 2019 COLONY MARKET PERSPECTIVES

In this quarter’s newsletter, we discuss two topics that we believe are quite timely. First, we preview a relatively new economic theory known as Modern Monetary Theory, which should...

Q1 2019 COLONY MARKET PERSPECTIVES

The ten-year-old bull market’s resiliency was on display during the first quarter of 2019, with the U.S. stock market recovering nearly all its losses from the previous...

Tips for Investors When Stock Markets Get Wonky

Tips for investors when stock markets get wonky. We lay out a plan of action to keep it all in...

Q4 2018 COLONY MARKET PERSPECTIVES

The fourth quarter of 2018 will go down as one of the worst for investors since this recovery began in March of...