Risk Managed Strategy Funds


John Hancock: No Shortage Of Risks: Three-minute macro

March 31, 2022

The Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, while food prices are increasing at the fastest rate in four decades.   Not all Fed tightening cycles are created equal As we move further along in the business cycle and closer to central bank tightening, comparisons to previous tightening cycles […]


Lord Abbett: Should Investors Be Troubled By The U.S. Yield Curve?

March 30, 2022

The Fed has finally hiked. What can the shape of the yield curve tell us‒and not tell us‒about the state of the economy?   After months of anticipation, the U.S. Federal Reserve (Fed) has finally begun what is expected to be a series of numerous hikes to the target of their overnight fed funds rate. […]


John Hancock: Weekly Market Recap Week Ended March 25th

March 28, 2022

Modest Moves The S&P 500 and the NASDAQ both rose around 2.0% for the week while the Dow posted a 0.3% gain. Although those results fell far short of the NASDAQ’s 8.2% surge in the previous week, they marked the second positive week in a row for stocks despite growing expectations of steep interest-rate increases […]



March 24, 2022

We’re happy to announce The E-Valuator Software has been named the winners of the Client Lifecycle Management and Client Marketing and Prospecting categories at the Inaugural Wealth Tech Americas 2022 Awards! Feel free to read the interview below with CEO Kevin Miller for some insight into how we work and what this accomplishment means to […]


Federated: An Aggressive Fed

March 23, 2022

The Fed hiked rates and put inflation on notice with hawkish projections.   Stability is in short supply in the world, but the Federal Reserve is determined to find it, at least with respect to prices. While Russia’s invasion of Ukraine has added significant uncertainty into the outlook, the Fed clearly is centered on the […]


John Hancock: Weekly Market Recap Week Ended March 18th

March 22, 2022

  Fed plots a path The U.S. Federal Reserve raised interest rates for the first time since 2018, following through on market expectations to lift its benchmark lending rate by a quarter of a percentage point to a range of 0.25% to 0.50%. Looking ahead, policymakers indicated they’re inclined to raise rates at each of […]


Schwab: Growth vs. Value

March 17, 2022

There are often several narratives on which debates in the stock market are centered: cyclical vs. defensive; small caps vs. large caps; U.S. vs. non-U.S.; developed vs. emerging markets. One of the oldest is that of growth vs. value. Investors often ask us why our tactical recommendations don’t include growth and value, the way they […]


Franklin Templeton: Uncertainty Increases

March 16, 2022

Click here to download the PDF PREVIEW As events in Ukraine see geopolitical tensions mount, the lack of an easy route to a stable resolution suggests that the impact of energy prices may persist. At the very least it compounds the uncertainty from an already challenging growth, inflation and policy mix. Policymakers seem to be […]


John Hancock: Weekly Market Recap Week Ended March 11

March 15, 2022

Nearly 8% inflation Prices of stocks and bonds fell on Thursday after the government reported that U.S. inflation accelerated at a 7.9% annual rate in February, eclipsing the previous month’s 7.5% figure. Excluding food and energy—both of which moved sharply higher during the month—core inflation still rose 6.4%.   Losing traction The S&P 500 fell […]


LPL: Job Gains Surprise to the Upside but Fed Will Still Likely Hike by 25 Basis Points Next Meeting

March 10, 2022

Friday, March 4, 2022 The U.S. economy added 678,000 jobs in February and this strong report exceeded consensus forecast of 423,000. The unemployment rate fell to 3.8 percent from 4 percent in January, edging closer to pre pandemic levels. In February 2020, the unemployment rate was 3.5 percent. The survey period for this report closed […]