News & Insights
Market Recap for Week Ended April 20:
Positive direction Solid earnings reports helped propel the major U.S. stock indexes to small gains, sending the S&P 500’s year-to-date total return back into positive territory. The Dow rose more than 200 points on Monday and Tuesday, but stocks held steady Wednesday and closed the week with declines on Thursday and Friday. Banking profits […]
Happy Earth Day
Earth Day was celebrated on Sunday, April 22, 2018, and this environmentally focused holiday may have some investors thinking about how the companies they invest in impact the world around us. Labels such as socially responsible investing (SRI), “environmental, social, and governance” (ESG), and “impact investing” are often used to describe strategies that invest in […]
Monthly Commentary: Month Ending: March 31, 2018
Monthly Commentary from Kevin R. Miller, CEO Systelligence, Portfolio Manager The E-Valuator Risk Managed Strategy Funds Monthly Commentary: Month Ending: March 31, 2018 Fixed Income Assets: Fixed Income assets performed well coming off the Federal Reserve raising interest rates again. All but two Categories posted positive returns. High Yield and Non- Traditional bonds were […]
Alliance Bernstein Global Macro Outlook
https://www.alliancebernstein.com/Instrumentation/Economic-Weeklies/Global_Macro_Outlook_April_2018.pdf
A change in risk appetite
BLACKROCK: GLOBAL WEEKLY COMMENTARY Apr 16, 2018 By Richard Turnill Key points Investor risk appetite appears dented but not broken — the steady economic backdrop should support further rewards for equity risk taking. Global equities rose last week, Brent crude prices rallied and firming U.S. core inflation data sent U.S. 10-year inflation expectations higher. First-quarter […]
Market Recap for Week Ended April 13:
Tech rebound Information technology stocks were among the biggest gainers of the week, as concerns about data privacy eased and the stocks recovered some of their recent losses. Tech’s comeback was reflected in the nearly 3% weekly gain for the NASDAQ, which is weighted more heavily in tech than other major indexes. Nearly even […]
Market News Q & A with Kevin Miller
Q: Why do you think the markets remained strong despite a volatile year? A: The markets started off 2017 very strong based on the anticipation of what the future holds for regulations, taxes, etc. As the year continued, the positive impact of an altered regulatory environment was beginning to impact the earnings for corporations thereby […]
A Growing Question: Passive vs. Active. Alliance Bernstein Weighs In
The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks. No one disputes that passive investing plays an important role in many investors’ portfolios—especially over the past decade. […]
Market Recap for Week Ended April 6:
Earnings season optimism First-quarter earnings reports are scheduled to begin coming in this week, and analysts are expecting the strongest quarterly profit growth in eight years, in part due to the new tax law and its reduction of corporate rates. Earnings for companies in the S&P 500 are expected to rise an average of 18% […]
Listen in on Kevin’s recent interview with Money Life.
Kevin Miller and Chuck Jaffe discuss The E-Valuator RMS Funds strategy and he responds to listeners questions on various Mutual Funds and ETFs.