Research & Market Insights

01.28 2015

4th Quarter 2014 Market Commentary

Economic Backdrop During the 4th Quarter of 2014, a series of significant monetary policy shifts took place among major central banks around the globe. Along with those shifts came carefully worded statements which have provided onlookers with a measured degree of clarity on the outlook for future monetary policy changes. The Bank of England (BOE)…

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01.26 2015

First Quarter 2015 Investment Outlook and Strategy Conference Call Replay

A recording of the Kanaly Trust Quarterly Investment Outlook and Strategy webinar is now available for viewing. First Quarter 2015 Key Investment Themes covered during the call include: Global growth trajectory – will growth improve? U.S. decoupled from a slowing global economy in 2014 Impact of slower growth in China Federal Reserve’s interest rate path Fed wants…

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01.14 2015

Houston Chronicle – Overlay vs. Harvesting a Year-Round Decision

Overlay vs. harvesting a year-round decision At the end of each year, financial advisers receive frequent phone calls from clients asking to “harvest” their investment losses… Read Full Article 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…

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01.13 2015

Drew Kanaly on Fox Business – Stocks to watch: RLGY, LEN

Kanaly Trust Chairman Drew Kanaly, Digital Risk Valuation Services Managing Partner Jeff Taylor, Janney Capital Fixed Income Strategist Guy LeBas and Tethys Partners Chief Market Strategist Bob Iaccino on the outlook for the markets. Watch Drew’s Segment On-Demand Disclosures This material represents an assessment of the market environment at a specific point in time and…

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12.19 2014

November 2014 Market Commentary

Economic Backdrop Monetary policy accommodation continued to differ across major central banks, reflecting varying degrees of national economic strength. The Bank of England’s (BOE) Monetary Policy Committee (MPC) split along familiar lines, voting 7 – 2 in favor of keeping its benchmark interest rate at 0.50% instead of an immediate increase. The European Central Bank…

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12.01 2014

Drew Kanaly on CNBC Power Lunch – Pros share year-end strategy

Discussing current market conditions, with Jack Rivkin, Altegris Advisors CIO, and Drew Kanaly, Kanaly Trust Chairman. Watch Drew’s Segment On-Demand 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…

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11.19 2014

October 2014 Market Commentary

Economic Backdrop As expected, monetary policies for the world’s central banks remained on divergent paths. The U.S. Federal Reserve (Fed) released its Federal Open Market Committee (FOMC) meeting notes two days before the end of the month. The FOMC noted that the U.S. employment situation continued to modestly improve. Given this, and with inflation below…

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