Risk Managed Strategy Funds


John Hancock: Weekly Market Recap Week Ended June 25th

June 29, 2021

Market shift The latest week’s stock market gains marked a reversal from the prior week, as the major U.S. indexes recovered the previous week’s losses and then some. In addition, a measure of investors’ expectations of short-term stock market volatility reversed course, dropping 25% for the week after surging slightly more than that in the […]


LPL: Supply Chain Bottlenecks Push CPI Higher

June 17, 2021

Thursday, June 10, 2021 Make that two consecutive months that CPI inflation has surprised meaningfully to the upside. The U.S. Bureau of Labor Statistics released its May inflation report this morning, June 10, revealing that the headline Consumer Price Index (CPI) rose 0.6% month over month and 5% year over year. The core CPI, which […]


Franklin Templeton: Value and Growth

June 16, 2021

Franklin Mutual Series’ Director of Research Grace Hoefig sits down with us to explain how value investing involves more than just computing ratios, and why the answer to the age-old question “growth or value” should be “yes.”   Q: Let’s start with the 50,000-foot view. How does Mutual Series think about value investing? Grace Hoefig: […]


John Hancock: Weekly Market Recap Week Ended June 11th

June 15, 2021

Price pressures  An index of U.S. consumer prices rose at a 5.0% annual rate in May, the steepest increase since 2008. The latest monthly inflation spike extends a trend that accelerated earlier this spring, although the increases are being boosted in part by comparisons with relatively low inflation a year ago, when the pandemic depressed […]


John Hancock: U.S. Inflation Outlook – 10 Things To Monitor

June 11, 2021

We’re entering a period where concerns about inflation have reached fever pitch. As such, inflation-related data releases are likely to be scrutinized closely for clues pertaining to what could happen next. So how should investors approach inflation?   If we were to liken how inflation will evolve in the next 18 months to a novel, […]


Schwab: 2021 Mid-Year Outlook

June 10, 2021

Key Points I’m a “rock chick” and nearly all my written reports are titled with a rock song title … but our twice-yearly outlooks don’t leave room for that levity; so I’ll weave them in another way. Last year at this time, I was asked on a virtual event what song(s) I felt best characterized […]


John Hancock: Weekly Market Recap Week Ended June 4th

June 8, 2021

  Moderate jobs gain A monthly employment report released on Friday showed continued improvement in jobs growth and the unemployment rate, although the last two monthly gains have been smaller than the total in March. The economy generated 559,000 new jobs in May compared with 278,000 in April and 785,000 in March. Yields slip The […]


Federated Hermes: Whistling Past The Inflation Graveyard

June 5, 2021

Inflation has surged in recent months due to sharp increases in commodity and labor costs, and many companies have passed those on to end customers in the form of higher prices. The Federal Reserve maintains the elevated levels are expected because of the unwinding of procedural base effects as the U.S. economy extricates itself from […]


John Hancock: Weekly Market Recap Week Ended May 28th

June 2, 2021

  Growth recovery For the second week in a row, growth stocks chipped away at the year-to-date dominance of value-oriented stocks, as a U.S. large-cap growth index outperformed its value counterpart by a wide margin. That weekly trend helped lift the growth- and tech-oriented NASDAQ, which outperformed the S&P 500 and the Dow.   May […]