Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey which represents the opinions of 40 of the nation’s money managers, investment strategists,...
Sustainable strategies had perhaps their first, real litmus test regarding how environmental, social and governance (ESG) factors would hold up as a risk management strategy during the first quarter...
In considering a recovery from the current crisis, our focus has been on relaxing (but not eliminating) social distancing measures, the impact of fiscal and monetary responses, and the...
Investment markets have spent the past few weeks consolidating its big bounce off the lows. We believe returns have stabilized, as evidenced by relatively measured daily price moves in...
A number of memes have circulated over the last six weeks describing April as the longest month in history. We yearn for everyday occurrences like getting haircuts, enjoying a meal at a restaurant, and seeing our friends, clients, and coworkers in person. The...
Oil was in the spotlight this week, and the news here was not positive. Oil futures contracts for May delivery settled in negative territory for the first time in...
One of the most dangerous phases of a hurricane comes as the first half of the storm passes and the eye of the storm is overhead. The winds calm...
While many of us were aware of the coronavirus spreading in China back in January, we had little reason to believe it would infect nearly every country in the world and become...
As people seek to align their values and beliefs with their desire to have a greater impact on the world’s most important environmental and social issues, thematic investing is...
After several very eventful weeks for the markets, trading was relatively calmer this week. It is hard to fathom that in a week in which we saw the S&P...
Rays of light shone upon the investment markets this week after policymakers pulled out their big guns often referred to by investment commentators as the bazooka. As the magnitude...
People are gripped with fear. We fear getting sick, losing our jobs, and watching our portfolios decline in value. That is a very understandable reaction to the crisis in which we currently find...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Coronavirus presents economic challenges as well as...
At The Colony Group, we take a long-term perspective despite a shorter-term news cycle. During this period of higher uncertainty, we aim to provide more frequent market updates and...
For our most recent update on the COVID-19, please read: What A Week, Really This Time Equity markets opened sharply down again this morning following President Trump’s address to the nation....
By now, you’ve probably heard just about every variety of prediction for the U.S. economy and financial markets. While those predictions are all over the place, I’m struck by the...
This week was another wild ride in the markets but we returned almost back to where we started. Virus Global cases have now topped 100,000 and we anticipate seeing...
The month of February 2020 saw equities achieve all-time highs followed by one of the most violent sell offs in recent memory. Equity markets were rocked in the last...
As the longest bull market in modern U.S. history just keeps on rolling, have you noticed that many people have become less comfortable talking about their investments? It’s almost...
January 2020 started off well enough with both U.S. and Emerging Markets taking turns as the top performer among equities, both up ~3% year-to-date as of January 17th. Then,...
A few of the highlights include: What are the expectations for interest rates and inflation? How has the nature of recessions changed since the 50? Are U.S. stocks too...
What a difference a year makes! After a rough end to 2018, when U.S. stocks recorded their first down year since the recovery started, investor sentiment was at a...
By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer; Richard Steinberg, CFA, Chief Market Strategist A review of October’s investment returns may cause you...
In this quarter’s Perspectives we look at why companies are finding reasons to stay private for longer and how this impacts the market for initial public offerings (IPOs). We...