Risk Managed Strategy Funds


Alliance Bernstein: Inflation Wave Adds Fuel to Recovery

February 24, 2022

  Value stocks outperformed through mid-February as investors repriced expensive growth stocks. Now, mounting inflation and rising interest rates are creating conditions for a broader value recovery, particularly for companies that have solid business fundamentals. Style return patterns have been erratic over the last year. During 2021, returns of global value and growth stocks flip-flopped, […]


The E-Valuator Funds: 2021 Market Overview

February 23, 2022

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John Hancock: Weekly Market Recap Week Ended February 18th

February 22, 2022

  Earnings streak With 86% of S&P 500 companies having reported fourth-quarter results as of Friday, earnings season was on track to record year-over-year profit growth exceeding 30.0% for the fourth quarter in a row. Earnings at companies in the S&P 500 were expected to increase 30.9%, based on companies that have reported so far […]


LPL: Another Inflation Surprise Shifts Fed Expectations

February 17, 2022

February 10, 2022 Should we be surprised at inflation surprises at this point? The Consumer Price Index (CPI), the most well known measure of inflation, climbed 7.5% over the last year through January, its highest reading since 1982, according to data released this morning by the Labor Department. The Bloomberg-surveyed economists’ consensus was for a […]


Schwab: What To Expect When Rates Rise

February 16, 2022

With the Federal Reserve poised to begin raising short-term interest rates, investors are looking to a rotation in equity style and sector leadership. Many are looking for opportunities in the value-oriented stocks that can benefit from higher interest rates, such as those in the Financials sector. At the same time, they’re considering the popular belief […]


John Hancock: Weekly Market Recap Week Ended February 11th

February 14, 2022

  Earnings surprises With the earnings season now mostly behind us, the proportion of S&P 500 companies that had beaten analysts’ net income expectations stood at 77% as of Friday, according to FactSet. That so-called beat rate ranks slightly above the 76% five-year average. Across sectors, information technology had the highest beat rate at 87%; […]


LPL: Do Stocks Want The Bengals Or Rams To Win?

February 11, 2022

Posted by lplresearch Wednesday, February 9, 2022 The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an original American Football League (now the AFC) team has won, stocks fall. We would be the first to […]


Lord Abbett: A Hawkish But ‘Nimble’ Fed

February 10, 2022

The devil “is in the details,” as the old saying has it, though long-time watchers of the U.S. Federal Reserve (Fed) might include the Fed chair’s post-policy meeting remarks as another potential hiding place. That was the case at the conclusion of the Fed’s two-day policy meeting on January 26. After the policy-setting Federal Open […]


John Hancock: Weekly Market Recap Week Ending February 4th

February 9, 2022

  January’s bumpy ride The S&P 500 fell 5.3% in the first month of 2022, while the NASDAQ had an even tougher time, dropping around 9.0%. Across the S&P 500, energy was the top-performing sector, with a 19.0% gain; consumer discretionary was the weakest, as it tumbled 9.7%. Earnings momentum Earnings performance continued to improve, […]


LPL: All You Wanted To Know About Stock Market Corrections

February 3, 2022

Wednesday, January 26, 2022 2022 has been one of the worst starts to a year ever for stocks. As of January 25, 2022, the S&P 500 is down 9.2% (on a closing basis) from the peak earlier this year, suggesting we are inching closer to a potential market correction of 10%, the first since March […]