A conference call was attended on June 1st with the team from Deutsche Bank to discuss some of the macro economic insights that they are seeing. Leading the conversation was their Chief Investment Strategist David Bianco. Here are some of the bullet points from that call:
For the U.S. they believe...
Below is a quick video from Columbia Threadneedle Investment group regarding the state of the U.S. economy and what we may need to expect going forward.
“The general outlook for financial markets is characterized by two themes, says Colin Moore. One is the valuation of equities and...
Recently, we had the team from Virtus Investment Group in our office to discuss the emerging markets opportunities fund along with some of their other offerings. Here are some of the notes from the conversation:
See emerging market equities and small- to mid-cap international stocks as the area with the...
Many of the most basic robo advice programs are content with simply utilizing ETFs to design portfolios. However, more sophisticated investors know that there is a place for ETFs and areas that it makes sense to use other investment to gain exposure. One particular area of concern is with bond/fixed...
Below are some notes regarding the conference call that we conducted with the team from MFS on March 28, 2017:
Theme of Global Reflation:
Core CPI still in check, but they are beginning to see this potentially on the rise.
Decrease in the price of oil was a large contributor...