The Spotlight Blog

  • Relative Weight Outlook – March 2020

    Headwinds to a more consumer-centric U.S. economy and global supply chains have resulted in significantly higher levels of uncertainty. Equity markets responded with heightened volatility and drawdown risk seems to be at the forefront for investors.

  • The Flight to Safety in Turbulent Times

    2020 has brought new headline risks for investors to absorb, especially around the novel coronavirus, which started in Wuhan, China. By many accounts, Chinese authorities are taking aggressive measure to contain the outbreak and limit its contagion effects.

  • Monthly Outlook – February 2020

    A series of unexpected events caused market volatility to jump in January after being subdued for the better part of 2019.

  • Quality: The Parallels Between Investing And Dieting

    Investing has many parallels to dieting. While junk food may taste delicious in the moment, too much of it can come back to bite you. On the other hand, nutritious food may not always be as satisfying in the moment, but it’s better for you over the long-term.

  • Monthly Outlook – January 2020

    Even as economic data deteriorated towards the end of 2019 and earnings were lackluster, investors pushed up the valuations of stocks to all-time highs seeing through the often difficult macro headlines.

  • Modifying the NASDAQ’s Momentum

    In 2019, the ten largest constituents in the S&P 500® represented over 30% of its 31.48% total return, which simply means that the largest companies did best. When it comes to the NASDAQ-100®, the ten largest companies delivered a whopping 60% of the index’s nearly 40% return as names like…

  • Time For EM To Shine?

    While phase one of the U.S.-China trade deal remains unsigned, both parties have agreed to terms that takes steps towards removing a substantial overhang in international markets, especially those in emerging markets.

  • Cyclicals Running Against the Wind

    Since the dog days of summer, risky assets, such as stocks and high yield bonds, have outperformed traditional safe havens, such as long-term treasuries and gold. Within the equity market, the same trend has occurred with cyclical sectors returning 8.58% since the start of September and defensive…

  • Is Value Ready to Run?

    While value stocks are off to a slightly better start than growth stocks in the early days of December, its most recent run of outperformance lasted for only one month – September – before growth resumed its upward trajectory in the subsequent two months, quieting the value zealots once again.

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