Risk Managed Strategy Funds


Lord Abbett: A Strengthening Case For Small Cap Stocks

October 27, 2022

  Over time, small cap stocks have typically commanded a premium price-to-earnings ratio versus large caps. Over the last few years, the dispersion between small cap valuations and large cap valuations has widened meaningfully. On an absolute basis, small caps (as measured by the Russell 2000® Index) are trading at roughly a 20% discount when […]


Janus: Front-End Rates Indicate Riskier Assets Need A Reality Check

October 26, 2022

Global Head of Fixed Income Jim Cielinski explains his concern that riskier asset classes have yet to fully price in the likelihood of an economic slowdown as global interest rates march higher.                       In this year of considerable financial market volatility, the front end of […]


John Hancock: Weekly Market Recap Week Ending October 21

October 25, 2022

                  Earnings outlook The subdued expectations for earnings season improved slightly as a second week’s batch of quarterly results came in. As of Friday, third-quarter net income was expected to rise 1.5% compared with the same period a year earlier, based on S&P 500 companies that have […]


John Hancock: Global Growth Outlook

October 20, 2022

Global growth outlook: a difficult climb ahead Markets have been scaling a steep wall of worry in the past few months, as rising rates and recession fears find expression in choppy trading sessions. The coming quarter looks set to be just as challenging as economic headwinds strengthen.                 […]


Global X: Q4 2022 and Year Ahead Outlook

October 19, 2022

Reversing the gains from earlier in Q3, September’s market rout brought U.S. and global equity indexes back into bear market territory. Uncertainty, volatility, and recession risk are elevated, but investors should keep in mind that innovations and opportunities often emerge from periods of volatility. Recessions are typically the shortest part of the business cycle, but […]


John Hancock: Weekly Market Recap Week Ended October 14th

October 18, 2022

    Yield thresholds breached For the first time since October 2008, the yield of the U.S. 10-year Treasury bond eclipsed 4.00%. The yield climbed above that level briefly on Thursday in the wake of a monthly inflation report before rebounding to close at 4.01% on Friday. The 2-year Treasury yield also rose, reaching 4.50%—the […]


Nuveen: 2022 4Q Global Investment Committee Outlook

October 13, 2022

Not out of the woods yet Click to read                                   Source: https://www.nuveen.com/en-us/insights/investment-outlook/2022-4q-gic-outlook    


Visual Capitalist: A Visual Guide To Stagflation, Inflation, And Deflation

October 12, 2022

A Visual Guide to Stagflation, Inflation, and Deflation Today, high inflation and slowing economic growth have contributed to stagflation worries. As of August 2022, the U.S. inflation rate has risen to 8.3%, above the central bank target of 2%. Yet unlike the last period of stagflation in the 1970s, unemployment—a key ingredient for stagflation—remains low. […]


John Hancock: Weekly Market Recap Week Ended October 7th

October 11, 2022

  Rising yields The yield of the 10-year U.S. Treasury bond rose yet again in another volatile week in the bond market. On the heels of Friday’s monthly jobs report, the yield climbed to around 3.88%—down from a recent high of 3.96% on September 27, but still near the highest level in 14 years.   […]


John Hancock: The Fed Remains Hawkish, But Easing Could Occur In 2023

October 6, 2022

The U.S. Federal Reserve’s decision on Wednesday to raise interest rates by 75 basis points to 3.25% was well priced into the markets and, therefore, should come as little surprise to investors. The accompanying statement also contained little new information. Why did the markets react so strongly?   The devil, as the saying goes, is […]