Research & Market Insights Market Insights

03.01 2011

How will the Markets View a Government Shutdown?

Kanaly Trust CEO Drew Kanaly offered his thoughts to CNNMoney.com regarding how the markets will react to a government shutdown. Visit CNNMoney.com and read “Government shutdown? Wall Street isn’t worried,” published February 28. Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a…

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01.24 2011

Kanaly Trust Q1-11 Investment Outlook & Strategy

The U.S. economy has shown surprising strength. James Shelton explained this and other key investment issues during our quarterly call. Watch the recording of the webinar and hear his additional viewpoints including: Positive market expectations for 2011 Risks to the economy such as the European sovereign debt crisis and municipal market stress What to expect from…

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12.03 2010

Higher Unemployment Fails to Derail Stocks

This morning the U.S. Department of Labor provided more evidence of this cycle’s painfully slow recovery in employment.  The unemployment rate ticked up to 9.8% from October’s 9.6%, and the economy added only 39,000 jobs in November versus an expectation of 150,000 jobs.  Despite the disappointing employment figures, equity markets held their strong gains for…

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11.17 2010

Year-end Tax Planning Strategies

Year-end planning always involves some educated guesswork; however, planning for 2010 is particularly challenging due to the uncertainty Congress has shown in regard to voting on tax legislation. The “lame-duck” Congress returned this week, and has three options to consider: Allow the current tax rates to sunset and return to 2001 levels, which will result…

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08.27 2010

GDP Report Raises Risk of Recession

Today the government revised its estimate of second quarter Gross Domestic Product to a weak 1.6%, down from the original estimate of 2.4%. Equity markets cheered this news, with the S&P 500 gaining 1.7%, while Treasury yields rose substantially. Although the downward revision confirms the economy slowed considerably after April, investors evidently were relieved that…

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06.04 2010

Employment Report Disappoints

Investors gave this morning’s release of employment figures for May an emphatic thumbs down, as the S&P 500 declined 3.44%. One might think this is somewhat curious, given that earlier in the week, President Obama said, “We expect to see strong growth in Friday’s report.”  Leaving aside the question of whether the President should comment…

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06.02 2010

Kanaly Trust to Host CIO of Invesco’s U.S. Core Equity

The evening of June 22, Kanaly Trust will host an event featuring Ron Sloan, CIO – Invesco U.S. Core Equity. Mr. Sloan will discuss the equity markets, talk about his expectations and the opportunities upcoming conditions will offer. Two of the funds that Mr. Sloan oversees, the Invesco Charter Fund and the Invesco Large Cap Core Equity separately managed account,…

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05.20 2010

Market Update – May 20, 2010

The global equity market correction continued today, with the Dow Jones Industrial Average losing 376 points to close at 10,068.  The S&P 500 and the Nasdaq lost 3.9% and 4.1%, respectively, wiping out all gains for 2010.  Very few stocks were spared, and the Volatility Index, a measure of fear in the market, spiked 30%…

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05.19 2010

Rescue Your Retirement from Inflation’s Threat

Kanaly Trust CIO James Shelton provides his thoughts on Marketwatch.com regarding inflation – Rescue Your Retirement from Inflation’s Threat Disclosures This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be…

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