Risk Managed Strategy Funds


JP Morgan: Global Asset Allocation Views 1Q 2022

December 29, 2021

Insights and implications from the Multi-Asset Solutions Strategy Summit 12/13/2021   In Brief Despite, or perhaps because of, the new omicron variant of COVID-19, stock markets seem determined to close out 2021 near all-time highs. Immediately following U.S. Thanksgiving, Omicron looked to have given markets a bloody nose and scotched hopes of a “Santa Claus rally.” […]


John Hancock: Weekly Market Recap Week Ended December 24th

December 28, 2021

  Sector outlook Looking ahead to 2022, many Wall Street analysts have a positive view of four equity sectors: energy, communication services, information technology, and healthcare. Those were the sectors that had the highest percentages of “buy” ratings from analysts, as of December 20, according to FactSet. Those with the lowest percentages of buy ratings: […]


Happy Holidays from the E-Valuator team!

December 22, 2021

We hope you’re able to spend some much needed time relaxing this week with friends and family.


John Hancock: Weekly Market Recap Week Ended December 17th

December 21, 2021

Hawkish pivot As expected, the U.S. Federal Reserve accelerated the pace at which it will phase out its pandemic-era program that’s been purchasing $120 billion in bonds each month. The Fed taper is now expected to end by March 2022 instead of next June. In addition, most Fed officials now see three interest-rate increases as […]


John Hancock: Inflation

December 16, 2021

Many investors are wondering if inflation is here to stay, and how a sharply rising Consumer Price Index may impact performance across asset classes. Our view is that the recent jump in inflation will eventually decelerate into 2022. Our analysis reviews why stocks often do well in inflationary environments and the part of the equity […]


Columbia Threadneedle: Gain Clarity In 2022

December 14, 2021

Taking an active approach in fixed income will be key to finding investment success in the upcoming year. In 2022, we expect the market narrative to transition to the traditional expansionary phase of the business cycle. Here’s what it means for fixed-income investors.   Monetary headwinds Throughout 2021, the invisible hand of easy global monetary […]


John Hancock: Weekly Market Recap Week Ended December 10th

December 13, 2021

  Inflation persists The annual inflation rate climbed in November to the highest level since 1982, marking the sixth month in a row in which the rate topped 5.0%. The government reported on Friday that the Consumer Price Index rose to 6.9%. Excluding the often-volatile categories of food and energy, the inflation rate was 4.9%, […]


Schwab: 2022 Market Outlook

December 9, 2021

  The S&P 500 index is up more than 20% so far this year, but more than 90% of its member stocks have had “correction” level drawdowns—more than 10% from a peak—at some point this year. In short, while overall stock market performance has been strong, there has been a lot of churn beneath the […]


LPL: Job Growth Came Up Short In November

December 8, 2021

  The domestic economy added just 210,000 jobs during November, well below Bloomberg-surveyed economists’ consensus forecast for a gain of 550,000 and below October’s revised tally of 546,000. The net revision to prior months was positive but only by 82,000. The modest 23,000 gain in leisure and hospitality jobs, which were up 170,000 in October, […]


John Hancock: Weekly Market Recap Week Ended December 3rd

December 7, 2021

  Elevated volatility  A measure of investors’ expectations of short-term U.S. stock market volatility surged on Friday to the highest intraday level in more than 10 months. The Cboe Volatility Index—also known as the VIX—jumped to as high as 35 in afternoon trading, extending a recent surge that dates to the emergence of the Omicron […]