Risk Managed Strategy Funds

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John Hancock: Weekly Market Recap Week Ended April 25

April 29, 2025

Earnings upgrade The earnings growth rate for S&P 500 companies improved as earnings season entered its busiest period. First-quarter net income was expected to rise an average of 10.1% over last year’s first quarter, based on reports already released as of Friday and analyst forecasts for companies that haven’t yet reported, according to FactSet. A […]

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JP Morgan: Global Asset Allocation Views 2Q 2025

April 25, 2025

  In brief U.S. growth is slowing rather than stalling; we see GDP modestly below trend by year-end, but believe the Fed has sufficient room to cut rates quickly should growth fall sharply. Policy uncertainty remains elevated with tariffs a near-term downside risk, potentially offset by upside risks from tax cuts and deregulation later in […]

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Visual Capitalist: America’s $19 Trillion Consumer Economy In One Chart

April 23, 2025

    Key Takeaways America’s consumer class spent nearly $19 trillion on goods and services in 2023. Housing and utilities ($3.3T) and health care (3.1T) were the top expenditure categories overall. Americans spent the most money on groceries ($1.4$T) in the goods category. To no one’s surprise, the world’s largest economy is also the world’s […]

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John Hancock: Weekly Market Recap Week Ended April 18

April 22, 2025

Dollar’s decline Amid elevated trade tensions, the U.S. dollar’s status as the world’s chief reserve currency came under renewed pressure. Its value relative to a basket of other major currencies fell for the sixth week out of the past seven, and the dollar slipped on Thursday to a three-year low, more than 8% below its […]

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Hartford Funds: The Messy Aftermath Of Concentrated Markets

April 18, 2025

The story of concentrated markets has historically had a very unhappy ending. Our View The US stock market has reached its highest concentration level in more than 50 years, with the top 10 stocks comprising a weighting of 37.4%.  While there’s always an urge to proclaim “this time is different,” market history tells us that […]

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Visual Capitalist: The Most Taxed State In America

April 17, 2025

                                                      Mapped: The Most Taxed States in America Key Takeaways Hawaii has the highest overall tax burden, while Alaska has the lowest. Vermont has the highest property tax burden, […]

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John Hancock: Weekly Market Recap Week Ended April 11

April 15, 2025

CPI improvement Amid concern that higher tariffs could fuel inflationary pressures in coming months, the government’s Consumer Price Index fell to the lowest level in four years. Inflation posted a 2.4% annual rate in March, down from 2.8% in February. On a month-over-month basis, prices declined 0.1%—the first such monthly decline since May 2020.   […]

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First Trust: Tariffs, The Economy, And Stocks

April 10, 2025

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Visual Capitalist: Visualizing Asset Class Returns In Q1 2025

April 8, 2025

Key Takeaways As one of the top performing assets in Q1 2025, gold soared to record highs amid global trade uncertainty and its role as an inflation hedge. European equities also had a strong quarter, with the STOXX Europe 600 outperforming the S&P 500 by 9.8 percentage points. Amid concerns of weaker economic growth and […]

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John Hancock: Four Catalysts For Continued U.S. Equity Market Strength

April 3, 2025

Four catalysts for continued U.S. equity market strength While tariffs and other geopolitical conflicts could continue to challenge U.S. equities, middle-class consumer strength is likely to remain a key market catalyst this year alongside other sources of support such as AI growth, a potential housing market rebound, and continued earnings expansion, in our view. After […]

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