Risk Managed Strategy Funds

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John Hancock: Inflation, Rising Rates, And The Return Of The Value Cycle

July 29, 2022

With the Fed monetary policy tightening in full swing and the ending of its monthly bond-buying program in March, rising interest rates will characterize markets for the foreseeable future. Investors are now searching for assets that can withstand both high inflation and rising interest rates. Does this signal the return of the value cycle? Support […]

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LPL: Earnings Bull vs. Bear Case

July 27, 2022

  Thursday, July 21, 2022 With earnings season underway, in addition to following beats, misses, and growth rates as second quarter reports stream in, we are also assessing the potential future path of earnings. That’s tricky right now given the uncertainty. “Some expect steady mid-to-high single digit earnings gains for the foreseeable future while others […]

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John Hancock: Weekly Market Recap Week Ended July 22nd

July 26, 2022

Weak results With the earnings season now more than 20% completed, the proportion of S&P 500 companies that are beating analysts’ earnings expectations is smaller than usual. About 68% had exceeded net income expectations as of Friday, trailing the five-year average of 77%, according to FactSet.   Bond price rally Prices of U.S. government debt […]

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LPL: Reasons For Optimism As Second Half Gets Underway

July 21, 2022

  Thursday, July 7, 2022 It’s a bull market for pessimism right now. We know the list of concerns is long and includes an aggressive Federal Reserve with a spotty (and that’s putting it kindly) track record of navigating a soft landing, stagflation, ongoing China lockdowns, disrupted supply chains, overly optimistic earnings estimates, the ongoing […]

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Lord Abbett: A Map Of The Equity Landscape At Mid-2022

July 20, 2022

A Map of the Equity Landscape at Mid-2022 Our experts review the challenges—and opportunities—that characterize key areas of the stock market at midyear.   Last month, leaders from across Lord Abbett’s global investment capabilities shared their views regarding the key challenges in the global investment and economic landscape at midyear—namely tightening monetary policy by central […]

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John Hancock: Weekly Market Recap Week Ended July 15th

July 19, 2022

No inflation relief After climbing to an annual rate of 8.6% in May, the Consumer Price Index rose to 9.1% in June, the highest level since November 1981. Excluding volatile energy and food prices, core inflation rose 0.7% on a month-to-month basis, up from 0.6% in the previous two months.   Retail resilience U.S. retail […]

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E-Valuator Funds CIO joins Money Life with Chuck Jaffe

July 13, 2022

Kevin Miller, chief investment officer at the E-valuator Funds talks funds and ETFs in the Market. Listen now: https://moneylifeshow.libsyn.com/cfras-stovall-more-pain-ahead-but-the-recovery-starts-in-december    

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John Hancock: Weekly Market Recap Week Ended July 8th

July 12, 2022

  Yield curve inversion For the second time this year, the yield curve inverted, as the yield of the 2-year U.S. Treasury bond on Tuesday rose above the yield of the 10-year bond. Such an inversion is an indicator of concerns about short-term interest-rate increases as well as the possibility that a recession could loom […]

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John Hancock: Weekly Market Recap Week Ended July 1st

July 6, 2022

Historic first half As June concluded, the S&P 500’s closing level on Thursday was down 21.0% from the start of the year, marking the index’s worst first-half performance of any year since 1970. As for June’s monthly result, the index was down 8.4%, the worst June performance since 2008, according to S&P Dow Jones Indices. […]

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