According to Joachim Fels at the 2019 Investment Forum, the U.S. business cycle is in its later stages, but the current expansion could persist for some time.
Joachim Fels from PIMCO suggests the risk of a Federal Reserve policy mistake has come down, but the jury is still out. A Fed misstep could result in a recession.
2019 Investment Forum — Joachim Fels notes that the potential for a global slowdown may intensify as China and Europe exhibit weakness and as the U.S.-China trade dispute drags on.
Greg Valliere shares that the push back from the financial markets in December 2018 made it clear Chairman Powell is not likely to raise interest rates in the coming months.
Political Ramifications of the U.S.-China Trade War
January 2019
Greg Valliere from Horizon Investments expects negotiations to take longer and anticipates a resolution of the U.S.-China Trade War by late spring or early summer this year.
Greg Valliere from Horizon Investments shares his thoughts on the effects of a government shutdown, including the chance that the economy could weaken as a result.
At the Canterbury Consulting 2019 Investment Forum, featured speaker Greg Valliere discusses the enormity of the federal deficit and his concerns regarding Europe.
Greg Valliere from Horizon Investments predicts Trump will seek re-election and get the nomination, though his chances of re-election may have slipped since the November 2018 election.
At the 2019 Investment Forum, Greg Valliere comments on how there is a widening rift in the Democratic Party and that it may be many months before they settle on a candidate.
2019 Investment Forum — Raife Giovinazzo, an expert in behavioral finance, explains what can cause investors to overreact or underreact when making financial decisions.
Raife Giovinazzo from Fuller & Thaler describes that to become a more rational investor, individuals should consider when they are likely to be biased and likely to make a mistake.
At Canterbury's 2019 Investment Forum, Ardra Belitz emphasizes that it is in no one’s best interest to see an extended period of U.S.-China trade difficulties.
Risk Assets Following 10 Years of Quantitative Easing
January 2019
Ardra Belitz cautions that investors should expect heightened volatility relative to recent history across asset classes as quantitative easing suppressed historical risk permia.
2019 Investment Forum — PRI, a United Nations-backed agency, is the world's largest responsible investment initiative with 2,200 members that represent $82 trillion across 60 countries.
Ophir Bruck from PRI emphasizes that ESG factors are relevant to risk and return, and therefore should be a part of the analysis of the investment by a prudent fiduciary.
2019 Investment Forum — Signatories, like Canterbury Consulting, commit to implementing the six principles for responsible investing and advocate the principles in the industry.
2018 Investment Forum — Featured speaker Jim Paulsen, Ph.D. discusses why he believes the influence of U.S. politics on the country's economy is overdramatized.
At the 2018 Investment Forum, speaker Jim Paulsen, Ph.D. provides his outlook on investment themes to expect this year and reviews different asset classes.
Featured speaker Paul Schulz from California Community Foundation reviews the characteristics of an ideal nonprofit board member, at the 2018 Investment Forum.
2018 Investment Forum — Paul Schulz discusses the "tale of two cities" trend he observes in the nonprofit world, specifically between large and small to medium-sized organizations.
Featured speaker Paul Schulz from California Community Foundation talks about measuring the impact of donations from the perspective of donors and nonprofits, at the 2018 Investment Forum.
