Should I Stay or Should I Go?

At the end of January, we hosted our annual market outlook webinar. Little did we know that it would occur in the midst of one of the most volatile...

Market Outlook 2022- Webinar Recording

After another record-breaking year in the markets, what’s in store for 2022? Will it be another year of singing the “Inflation Blues?” (artist: B.B. King) or will “Three Little...

Q4 2021 Colony Market Perspectives

COVID and inflation are key concerns for investors, but how central banks navigate these uncertainties may be more...

Is This Our Last COVID Market Update?

For the last 23 months, COVID-related risks tempered nearly every pundit’s outlook for both the economy and the investment markets. “Future developments in COVID could alter our forecast” has...

Santa’s Challenge: Inflation, Skimpflation, and Another COVID Variant

The holiday season is generally a good time to reflect on inflation. To that end, this year’s Thanksgiving turkey was reportedly more expensive than any year before. Undoubtedly, the...

Invest Like Buffett

Warren Buffett is renowned for his long-term, strategic approach to investing, which has driven decades of strong compounded returns for him and his investors. One of his more memorable quips was that his favorite holding period is “forever.” While...

How far should your portfolio lean into higher rates?

Investors have been forecasting the demise of the fixed-income asset class for decades. Extraordinarily low nominal yields have constrained forecasted returns from bonds. Market participants have been waiting for...

Q3 2021 Colony Market Perspectives

Investment markets began to show signs of fatigue in September, though most asset classes were able to produce positive returns for the third...

Markets Confronting the Debt Ceiling

Investors experienced wild swings in September, something they have been unaccustomed to for most of 2021. The S&P 500 posted several days with declines of greater than 1%. It...

CNBC FED SURVEY 2021

Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey published September 21, 2021, which represents the opinions of 32 of the nation’s...

Biden’s Gambits

Geopolitical tensions are rising at an unfortunate time for President Biden as he tries to push through what would be the largest spending package in over 100 years. This ambitious domestic agenda is seemingly at risk due, in part, to foreign policy missteps. Most notably among them was last month’s dismount from the...

Investing with Values: Q2 2021

“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...

Colony’s Exclusive Insights Into Private Market Investment Strategies – Webinar Recording

With public equity valuations at historic highs and traditional fixed income yields at historic lows, investors may need to seek new sources of return to meet their targets. Many...

Records Are Made to Be Broken

Records are falling around the globe – and not just at the Olympics. Olympic athletes have set 20 world records in Tokyo. In the economy, the National Bureau of...

What do well crafted sourdough and inflation have in common?

VIDEO TRANSCRIPT: Well crafted sourdough and inflation have a lot in common. For both, you need more than the right ingredients (Flour, Water, and Salt or Production, Liquidity and Innovation). To...

Q2 2021 Colony Market Perspectives

The bull market is alive and well as the S&P 500 posted its strongest first-half-year gains since 1998.  However, last winter’s optimism over the development of effective vaccines and an...

“Are you employed, sir?”

Businesses and households have different perceptions of the current job market. The Bureau of Labor and Statistic’s establishment data suggests that plenty of jobs are available. The Bureau’s household...

A Battle of Wits: Investors vs. the Dread Pirate Powell

The Federal Reserve (led by the “Dread Pirate Powell”) and the market (personified by “Mr. Market”) are currently engaged in a battle of wits. Pundits argue that improving economic...

To 2030 and Beyond: Sustainable Investing Megatrends – Webinar Recording

The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according...

Investors Shrug Off Higher Taxes For Good Reason 

Stocks continued to rally in April, with the S&P 500 returning more than 5.3%. The increase came despite President Biden announcing plans to raise taxes on investment income for households earning more than $1 million per year.  Biden’s plan...

Q1 2021 Market Perspectives – Webinar Recording

Each quarter, we bring you inside Colony’s Investment Committee discussions to learn, first-hand, about the trends that affect the markets, and how they may shape our investment outlook. Top trends we’re...

Q1 2021 Colony Market Perspectives

Trading in investment markets over the past twelve-plus months has been extraordinary. Aggressive monetary and fiscal policy responses and the medical community’s rapid development of effective vaccines marked the fastest recovery...

Positioning a Portfolio During Rising Interest Rates

March 2021 was profitable for equity investors, with the S&P 500 advancing more than 4%. The path to get here has been volatile, however, something we suggested may occur at the outset of the year. Volatility was particularly evident in the U.S. Treasury markets, which saw rates dance along in a “two steps forward, one step...

20/20 Reflections

One year ago today, on March 23, 2020, the market reached its COVID-Crash nadir. Anniversaries, such as this, provide an opportunity to reflect on what transpired. Unlike past crises,...

Sustainable Impact: Striving to be Much Better than “Better Than Average”

Tariq Fancy, Blackrock’s former CIO of Sustainable Investing, recently made headlines when he called out Blackrock, along with the rest of the financial services industry, for “duping” the American...