WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

WrapManager's Investment Policy Committee

Recent Posts

Nuveen Weighs the Effect of Trade Tariffs & Investors Bidding Up Stock Prices

Posted by WrapManager's Investment Policy Committee

March 15, 2018

Investors look past trade risks as stocks gain ground...

President Trump’s proclamation of 10 - 25% trade tariffs dominated most of the financial headlines last week, but investors looked past the negatives to bid up stock prices. The S&P 500 Index rose 3.6% last week. Half of that gain came on Friday, following a strong labor market report that showed jobs increases and stable wages. For the week, industrials, financials, technology and materials were all up over 4%, while utilities lagged. Treasury yields also rose last week in the face of stronger economic data.

Read a summary of Nuveen Asset Management's weekly market review below, or download the entire investment commentary as a PDF.

[+] Read More

Economic/Market Outlook Nuveen Asset Management Money Manager Commentary

In Their Own Words: Dorsey Wright Explains Selective International Investing Through Their Systematic Relative Strength Strategy

March 13, 2018
Although the US is arguably the largest and most diverse economy in the world, international diversification, where appropriate, might be ... [+] Read More

BlackRock Evaluates Short-Term Treasuries

March 8, 2018
Long on Short Bonds... The steady increase in shorter-maturity bond yields provides a thicker cushion against concerns around further rises ... [+] Read More

Brookmont Capital Management Named Top Guns Manager by Informa Investment Solutions

March 1, 2018
Brookmont Capital Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s ... [+] Read More

Nuveen Evaluates Environment for Market Growth, Volatility

February 22, 2018
Stocks recover ground as the focus returns to fundamentals... Stocks rebounded last week as investors appeared to return their focus to ... [+] Read More

Stock Market Volatility: Could These Be Future Considerations for Investors?

February 16, 2018
Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come. This week's post ... [+] Read More

Updated: JP Morgan Guide to the Markets for 1Q 2018

February 15, 2018
Updated with 4Q 2017 Data JP Morgan's updated Guide to the Markets for the first quarter of 2018 now includes financial data for 4Q 2017, ... [+] Read More

Money Manager Commentary: Why Was the Market So Volatile This Week?

February 8, 2018
Money Managers have had plenty to say about the market volatility that started last week. That’s why this week we’re doing something ... [+] Read More

BlackRock Commentary: An Upside U.S. Growth Surprise

January 31, 2018
A tax overhaul in the U.S. could spill over to  benefit the global economy.  The U.S. tax overhaul and higher expected federal spending ... [+] Read More

Nuveen Evaluates Rising Risks, Recommends Pro-Growth Bias

January 25, 2018
We are not yet seeing warning signs that would signal a correction... Over the past 18 months, investor sentiment appears to have come full ... [+] Read More