Research & Market Insights Market Insights

07.15 2016

Every Ending Has a New Beginning

Today we said farewell to a respected colleague and trusted friend – James Shelton. James served the firm as our Chief Investment Officer from October 2007 until today. While we will miss him, we appreciate his leadership during the last 9 years and his thoughtfully executed departure. As we had come to expect from James,…

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04.01 2016

First Quarter 2016 Market Commentary

The first quarter was really quite remarkable and included a number of “firsts”: the first instance of negative-yielding 10-year government bonds by a major economy (Japan); the first time in 13 years that WTI oil prices fell back to their 2003 levels (in January, and then again in February); and the worst first ten trading…

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01.21 2016

Thoughts From Our Chief Investment Officer

We will be holding our quarterly investment strategy webinar next Thursday, but let me provide a few thoughts on the difficult start to the new year for risk assets. Through Wednesday, the S&P 500 is down 9% so far in January, and most major equity indexes are trading below the lows reached in August 2015. …

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07.09 2015

Thoughts From Our Chief Investment Officer, James Shelton, CFA, CAIA

In a hastily called referendum held Sunday, July 5th, the Greek people voted overwhelmingly to reject the latest bailout proposal from European authorities.  This “NO” vote surprised most financial market participants, and this morning the Wall Street Journal warned that investors should expect a “rough ride” in Monday trading.  While European equities ended the day…

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06.01 2015

Using Mid-Year Tax Projections in Investment Planning

As mid-year approaches, it is important to do various tax projections to determine if certain investment planning strategies can be implemented or improved. Often, this reveals potential tax liability reductions that would have otherwise been overlooked. Maximize Retirement Account Contributions When it comes to tax planning, it is important to contribute the maximum annual amount…

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05.21 2015

April 2015 Market Commentary

The U.S. – In April, it was the old “bad news is good news” refrain as market participants reacted to the initial reading of U.S. gross domestic product (GDP).  The 1st quarter initial GDP reading came in at .2%, which was well below the 4th quarter’s 2.2% rate. According to the Bureau of Economic Analysis…

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05.01 2015

First Quarter 2015 Market Commentary

Global central-bank activity reached a crescendo early in the first quarter as currency volatility and diminishing price pressures invited a broad reorientation of policy stances. Aside from the European Central Bank (ECB), however, major central banks largely held firm. The U.S. Federal Open Market Committee maintained a near-zero interest rate, but removed its pledge for…

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03.12 2015

Februrary 2015 Market Commentary

In February, we continued to watch the major central banks maintain very accommodative monetary policies. The Bank of Japan voted mid-month in favor of continuing with near-zero interest rates and asset- purchases at an ¥80 trillion annual pace. The Bank of England’s Monetary Policy Committee’s voted unanimously to maintain a low benchmark interest rate, whereas recent votes were split and, in the Eurozone, finance ministers reached a temporary resolution on a Greek aid program by granting Greece a four-month extension.

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02.24 2015

January 2015 Market Commentary

Fixed-income market performance was mixed during January with Investment-grade U.S. corporate debt turning in the best performance, followed by U.S. Treasury Securities and Treasury Inflation-Protected Securities. U.S. asset- and mortgage-backed securities, performed well and U.S. high-yield debt delivered a firmly positive performance. Unhedged global debt occupied negative territory again amid ongoing dollar strength. As a…

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