Risk Managed Strategy Funds


Schwab: Different Speeds

March 31, 2021

  Economic growth is picking up and the stock market is trending higher, but in a choppy fashion that lately resembles a “bunny” market more than a bull market. Vaccine rollouts in major countries are proceeding at different speeds, and investors are torn between optimism about business re-openings and concern about rising interest rates. So how […]


John Hancock: Weekly Market Recap Week Ended March 26th

March 30, 2021

  12-month turnaround It’s been just over a year since the S&P 500 fell to its low point early in the pandemic, and the stock market recovery since then has been massive. The index’s closing level on Tuesday was about 75% above its low point on March 23, 2020.   Labor market improvement The number […]


Putnam: Rising Yields And Mixed Recoveries In Emerging Markets

March 25, 2021

We believe emerging market (EM) fundamentals have improved and data has surprised on the upside despite mobility restrictions and elevated Covid-19 cases. Still, higher U.S. rates remain a risk and growth in emerging markets is likely to trail that of other major economies.   Differing stages of activity across regions In emerging European countries, Covid-19 […]


Alliance Bernstein: Four Things Investors Should Know About US Inflation In 2021

March 24, 2021

  US core inflation likely will be volatile during 2021, as underlying economic forces continue to rebalance from the pandemic. The gap between actual and potential output will limit how much inflation can ultimately rise this year, leaving the Fed comfortable maintaining easy policy. Here are four things investors should know about the path and […]


John Hancock: Weekly Market Recap Week Ended March 19th

March 23, 2021

  Fed forecast The U.S. Federal Reserve upgraded its economic growth outlook as well as its inflation forecast, although it reiterated its expectations that it will keep interest rates at ultralow levels well into the future. In fact, a majority of Fed members expects to see short-term rates stay near zero through 2023.   YTD […]


Nuveen: 2021 Outlook

March 18, 2021

  Viewpoints from the Global Investment Committee Macro risks associated with the devastating coronavirus have loomed over global markets and economies for nearly a year, and will continue for at least several months. But beyond this dark tunnel, we see a more normalized environment driven by fundamentals. Nuveen’s Global Investment Committee offers ways to navigate through […]


TD Ameritrade: One Year Later

March 17, 2021

  (Thursday Market Open) A year ago today, the pandemic slammed home for millions of Americans as the professional basketball season got suspended with some games halfway through and others about to tip off. Covid ended up being sort of the ultimate Black Swan, or exceptional event, for the markets. It was something we haven’t […]


John Hancock: Weekly Market Recap Week Ended March 12th

March 16, 2021

    Records set The Dow crossed the 32,000 point level for the first time on Wednesday, then pushed its record higher on Thursday as the S&P 500 and Russell 2000 also posted historic highs. It’s been a quick surge to 32,000 for the Dow, which eclipsed 31,000 in early January; in late November, it […]


The E-Valuator RMS Funds: Service Share Class 2.28.2021 Performance Report

March 12, 2021

Click to read:  The E-Valuator RMS Funds Service Share Class 2.28.2021 Report


Federated: Rates Rising For ‘Good Reasons’ But Don’t Fight The Fed

March 10, 2021

Powell reaffirms commitment to easy money policies to support still-young recovery.   The recent run-up in intermediate and long-term U.S. Treasury yields has many worrying about how much higher they may continue to rise. The 10-year Treasury is up about 50 basis points this year and is nearing our 1.50% “soft” target for year-end. What […]