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Aug
2019
By Loren Asmus, CFA, CAIA
On Wednesday, July 31st, the Federal Reserve cut interest rates for the first time since the Great Financial Crisis. The 25 basis point cut was effectively an insurance policy to help quell concerns over the possibility of an economic slowdown, even as the U.S. experiences solid growth. We will discuss the reasons and …

Aug
2019
By Poorvi Parekh, CFA
During the last decade, the “lower rates for a long period” scenario has arrived with mixed blessings for the global economy. Capital has steadily flown into riskier assets, but despite aggressive monetary policies, economic growth has not maintained pace with the appreciation of financial assets. Despite negative yiel…

Jul
2019
By Matt Lui, CFA, CAIA
Last summer, we wrote about the FANGMAN (Facebook, Amazon, Netflix, Google, Microsoft, Apple, and NVIDIA) stocks and their incredible run in the stock market: Beware of FANGMAN. We wondered whether these popular stocks had gotten too expensive. These sizzling stocks have since cooled off. Are they good investments toda…