January 22, 2020
In a year during which many investors fled to safe-haven assets such as cash, the S&P 500 generated a return of 31.5% in 2019, placing…
October 22, 2019
Edge Capital Group Q4 2019 Quarterly Outlook The barrage of negative economic and political headlines has resulted in a strong feeling of uneasiness in the…
July 24, 2019
Edge Capital Group Q3 2019 Outlook The market is expecting that the US Federal Reserve will lower interest rates in late July, and potentially one…
April 25, 2019
Whether the Federal Reserve bowed to political pressure or re-examined with fresh eyes the muddled (but weakening) fourth-quarter economic data, the renewed December policy language…
January 10, 2019
Edge Capital Group Q1 2019 Outlook Investor sentiment dissolved quickly during the fourth quarter, wiping out earlier 2018 gains and pushing global equity markets soundly…
October 19, 2018
Edge Capital Group Q4 2018 Outlook After an exceptionally strong and resilient third quarter for US equities, the bears have stirred up market volatility again…
July 18, 2018
The threat of a global trade war has escalated, both in the monetary value of the tariffs being levied and the number of nations that…
May 01, 2018
Rising interest rates and concerns over an overheating US economy were enough to finally reverse one of the longest unabated market streaks in recent history,…
January 26, 2018
In our Q2 2017 Outlook published in April we shared our enthusiasm that after years of sluggish growth and an anemic consumer and business cycle,…
October 23, 2017
Unfortunately for many families living in the Southeastern United States, the 2017 hurricane season has been one of the most devastating in recent history. The…
August 08, 2017
Two items that are currently occupying media headlines (aside from Trump) and benefit the U.S. consumer include The Amazon Effect and stubbornly low oil prices. While seemingly disparate topics, both are interconnected and provide strong tailwinds for the U.S. consumer in a variety of ways.
April 20, 2017
In recent years, at our internal research meetings, we have discussed when the US economy would experience the later innings of the business cycle, and whether we would see the classic signposts that denoted the end of prior cycles. Our concern was that the longest running experiment in monetary policy would extend the low growth economy indefinitely, never getting too hot or too cold, but overshadowed by a consumer or business cycle that never really got going.
January 19, 2017
We have published a special report on “Preparing For A Trump Presidency” in addition to our Quarterly Outlook this quarter.
October 20, 2016
The Wall Street expression that “markets climb a wall of worry” was certainly true during the third quarter. Despite Brexit, the opening of a contentious U.S. presidential election, a spike in interest rates, scattered police and racial violence, and another quarter of negative earnings growth, broad equity markets turned in one of the stronger third quarter performances in recent years.
July 18, 2016
It seems like the investor thirst for yield is unending.
April 18, 2016
If you closed your eyes during the quarter, you missed one heck of a ride.
January 19, 2016
Despite the weak start to the year, we remind investors that sentiment can dictate short-term performance, but fundamentals are ultimately responsible for long-term returns. In the accompanying slides, we highlight opportunities for 2016.
October 20, 2015
Stick to the Plan Former heavyweight boxing champion Mike Tyson once said, “Everyone has a plan until they get punched in the face.” While we…
July 14, 2015
Market sentiment turned very sour as we exited the second quarter and this sentiment
persisted through early July
April 17, 2015
Some of our colleagues at Edge are driving enthusiasts; thus, as a follow-on to our first quarter outlook theme “Engine is Still Running Under the Hood,” we find it only appropriate to follow it this quarter with the remark “Hold the Line Through the Turns.”
January 16, 2015
We are prepared to revisit the roadmap as needed but feel confident that the “vehicle” by which we achieve our individual investment goals remains in running shape.
October 17, 2014
Has the world fundamentally changed during these past four weeks?
July 29, 2014
“Moderation is a virtue only in those who are thought to have an alternative,” so says Henry Kissinger. Perhaps it is this thought that some global central banks took to heart in recent years.
April 21, 2014
This is an appropriate metaphor for investing. We must actively work to filter the data we receive so that we can concentrate on what matters and not be distracted by the talking heads.
January 16, 2014
In the investment world, differences are where value is created. We are not talking about that dangerous phrase “This time it is different.” No, we are talking about finding those little disconnects that others have not quite picked up on or perhaps don’t fully believe quite yet.
October 15, 2013
In the face of these outside influences, we must focus on what we know – that valuation is the guide to good returns. As investors, we can exert our control by being selective in the assets we own. By having a plan yet staying flexible, we will be able to find the path to our long-term investment goals.
July 15, 2013
The second quarter of 2013 saw an important dynamic shift – the market’s perception of the US Federal Reserve’s posture.
April 15, 2013
In this Quarterly Outlook, we place our comments on recent events into the context of our forward-return frameworks, understanding how each may affect the drivers of risk and return within asset classes over the next few years.