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Articles by Mark Eibel
Insights From our Q4 2024 Economic and Market Review
Executive summary: Geopolitical tensions and an uncertain inflation outlook rattled markets in the fourth quarter but U.S. stocks still managed to move higher While other equities lagged and bonds remained flat, investors who held a balanced portfolio once again did well As a new year and a new U.S. administration begins, it’s a good time to review client portfolios and prepare to navigate the road ahead Global diversification will become even more important as U.S. large cap valuations and...
Navigating the Markets: Insights From Our Q2 Economic and Market Review
Executive summary: Momentum continued in the second quarter, with U.S. equities still led by the large technology stocks known as the Magnificent 7 History shows that a strong first half of the year often leads to a strong second half There will be presidential elections later this year and that likely will have an impact on markets and on infrastructure spending With the Magnificent 7 dominating market performance, small cap stocks have lagged significantly over the past several quarters.
Election year: The Impact on Institutional Investors
Following are highlights of their 50-minute conversation. Periodic timestamps are provided. To start the conversation, Eibel asked Pease to provide context on the upcoming U.S. election this fall. Do elections really impact portfolios? We certainly focus on them during election seasons. There's an awful lot of attention given to them, but what is the ultimate impact on portfolios, if any, in your viewpoint?
The Value of Staying Invested: Insights From Our Q1 Economic and Market Review
This year is a big year with elections and it's important to anticipate potential tax increases and plan accordingly. If you have not explored more about Tax Managed investing – take a moment and explore how compounding tax drag can continue to weigh down portfolios and reduce returns. Election year The buildup to this year’s election is starting to dominate the headlines. We are seeing trends in the market with investors increasing cash holdings due to election uncertainty.
Stick to the Plan: Insights From Our 4Q Economic and Market Review
Executive summary: When markets are volatile, it's tempting to move into cash. But those high yields on short-term cash instruments aren't as attractive once taxes and inflation are factored in. The balanced portfolio has been a linchpin of many investment plans for decades, and for good reason. Its performance in 2023 once again speaks to its resilience. Although markets can be affected by many factors, their long-term tendency has been to move higher.
Q3 Economic and Market Review: All Eyes on the Direction of Interest Rates
Source: Barclays, as of 9/30/2023. Yield = Yield to Worst. Core Bonds: Bloomberg Aggregate Bond Index, Muni Bonds: Bloomberg Municipal Bond Index, Global HY Bonds: Bloomberg Global High Yield Index, HY Muni Bonds: Bloomberg High Yield Municipal Bond Index. Tax bill differences are based on a $100k investment and a maximum federal tax rate of 40.8%, including 3.8% Net Investment Income Tax, and assumes no state tax.
The Value of Staying in the Middle of the Net
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.
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