Market Updates
Weekly Financial Insights Blog

Rethinking Concerns Over The Anticipated Increase In Interest Rates: What Returns I Expect From The Bond Market In Upcoming Years

In my last blog post, “Bear Market in Bonds: Rethinking Concerns Over the Anticipated Increase in Interest Rates.” I did my best to dispel predictions of a traditional bear market sweeping through the bond market and destroying investor capital. I walked through the necessary conditions for a be[...]

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Bear Market In Bonds: Rethinking Concerns Over The Anticipated Increase In Interest Rates

Since the great recession of 2008-09, many advisors and financial professionals have repeatedly predicted a bear market in bonds, and have been proven wrong time and time again. Early on, many of the bond market doom and gloomer’s believed that runaway inflation, caused by Federal Reserve money pr[...]

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Politics and Performance: Does control of the White House really matter?

by David G. Carroll, CFA Senior Portfolio Manager With the Presidential election only one year away, does it matter to the stock market which party wins the White House? The standard response is that the market favors Republican candidates due to their more business-friendly posture favoring l[...]

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Active Versus Passive – Understanding the Debate: Part 4 Active Investing

I smiled when I first read the title of the book. Mistakes Were Made (but not by me). I thought of my children “pointing their finger” at one another after something broke. In the grand scheme of things, it wasn’t a big deal. They’re kids, mistakes happen. At the same time, mistakes are only[...]

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Why have the Markets been so Volatile Recently?

by Wendy W. Stojadinovic, CFA Director of Fixed Income Strategy The short answer is that we are experiencing divergence in the trajectory of growth and monetary policy among major economies. U.S., European and Japanese central banks have all been running with easy monetary policies for yea[...]

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Macro Diversification: Investing in an Increasingly Turbulent and Integrated World

Cleary Gull works with global investment professionals on a daily basis. We recently had the opportunity to have Brian D. Singer, CFA, Partner and Head of the Dynamic Allocation Strategies Team with William Blair speak at our Symposium Series on the topic of Macro Diversification: Investing in an In[...]

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Active Versus Passive – Understanding the Debate: Part 3 Active Investments

Last season, the Green Bay Packers started the season 1-2. Some fans panicked, to put it mildly. Conspiracy theories surfaced for why Green Bay’s quarterback Aaron Rodgers didn’t seem to be playing well and most people formed an opinion on who was to blame. It was at this point, following the te[...]

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Erring on the Side of Caution: Federal Open Market Committee Update

by Wendy W. Stojadinovic, CFA Director of Fixed Income Strategy After months of exhaustive debate by market pundits on whether the Federal Open Market Committee (FOMC, the Fed) would raise the federal funds target interest rate last week, the Fed decided to wait. I would have liked the Fed to b[...]

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Active Versus Passive – Understanding the Debate: Part 2 Passive Investing

In this next post, I’m going to focus on passive investments and passive investing. If it looks like I just repeated myself, I didn’t. Passive investments are much different than following a passive investment strategy for portfolio management. As a reminder, a passive investment is a style of m[...]

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Active Versus Passive – Understanding the Debate

“Active is better than passive.” “Passive is better than active.” “Both approaches work.” If you’re not quite sure you understand what those statements mean (or why you should care), don’t worry, you’re not alone. Before I get too far into the discussion, I want to highlight[...]

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