Risk Managed Strategy Funds


LPL: Fed Gets Pessimistic, Yet Realistic

September 29, 2022

A Bit More Pessimistic, A Lot More Realistic The Federal Open Market Committee (FOMC) increased the target rate by 75 basis points (bp) to a 3.25% upper bound and delivered a more pessimistic outlook in their published Summary of Economic Projections. The Committee hiked rates at this magnitude for the third consecutive time and Federal […]


Nuveen: The Fed’s “Summer of 75” Closes With Another Big Hike

September 28, 2022

Persistent inflation has left the Fed with little choice but to continue its recent run of large interest rate hikes. With monetary policy now firmly in restrictive territory, we expect a moderation in inflation … but at the likely cost of weaker job creation and slower growth. What happened? The U.S. Federal Reserve raised its […]


John Hancock: Weekly Market Recap Week Ended September 23rd

September 27, 2022

  Fed’s bitter medicine For its third meeting in a row, the U.S. Federal Reserve sought to keep inflation in check by approving a 0.75 percentage point increase in its benchmark interest rate. The move pushed the rate to a range of 3.00% to 3.25%—a level last seen in 2008. Fed officials projected they would […]


Eaton Vance: Inflation May Be Peaking In The U.S. What About The Rest Of The World?

September 22, 2022

    New York – Inflation is inching downward at the headline level, but remains stubbornly high at the core level (excluding food and energy). In fact, inflation data released on September 13 revealed that prices rose slightly in August. Still, inflation in the U.S. may be peaking, but it’s more of a “rounding top” […]


JP Morgan: Big Market Swing Are Tough, But Staying Invested Is Crucial

September 21, 2022

Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.   Our Top Market Takeaways for September 16, 2022 Market update: Can’t take the heat It was another week dominated by inflation, and markets felt the heat. The higher-than-anticipated U.S. August CPI […]


John Hancock: Weekly Market Recap Week Ended September 16th

September 20, 2022

  Inflation’s persistence With another U.S. Federal Reserve interest-rate hike looming, Tuesday’s Consumer Price Index release showed that key drivers of inflation aren’t settling down, despite a decline in August’s annual rate to 8.3% from 8.5% the previous month. Excluding volatile food and gas prices, core inflation rose to a higher-than-expected 6.3% from 5.9%.   […]


Alliance Bernstein: Turning Less Into More

September 15, 2022

During this period of economic uncertainty and market stress, investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time. Most investors implicitly understand the concept of risk. The framework was famously laid out in the capital asset pricing model (CAPM) of the […]


Putnam: Inflation Is Fueling Opportunities In Emerging Markets

September 14, 2022

We believe emerging market equities have been unfairly characterized as high beta and too volatile. The asset class outperformed U.S. markets in the first half of 2022 despite a Russian market that overnight became viewed as “uninvestable,” a resurgence in Covid-19-related lockdowns, and the typical EM headwind of a strong U.S. dollar. And we see […]


John Hancock: Weekly Market Recap Week Ending September 9th

September 13, 2022

  Momentum shift The major U.S. stock indexes closed out a holiday-shortened week with solid gains, snapping a three-week losing streak that sent the S&P 500 down more than 8%. For the latest week, that index rose nearly 4%; the NASDAQ’s gain exceeded 4% and the Dow was up almost 3%.   10-year yield’s relentless […]


Schwab: Growth vs. Value

September 8, 2022

Performance underneath the surface is sometimes markedly different from the action at the Growth and Value index level. 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 […]