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WrapManager's Investment Policy Committee

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Dorsey Wright Evaluates Low Volatility, Global Investments

Posted by WrapManager's Investment Policy Committee

October 19, 2017

The lack of volatility is puzzling considering current events...

This year, one of the big market stories has been the lack of volatility. Pullbacks have been incredibly shallow as the market has been grinding upward this year. As of the end of the quarter, it had been about 10 months since the S&P 500 had experienced a 3% drawdown or larger.

The extremely low volatility is bringing more investors back to stocks, and making investors less fearful of equities. These are both good things for momentum, which is performing well this year.

Read the entire Dorsey Wright Q3 market commentary here

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Dorsey, Wright & Associates market perspective Money Manager Commentary

JP Morgan Guide to the Markets for 4Q 2017 Released

October 12, 2017
JP Morgan Reviews Investing Opportunities & Rate Expectations JP Morgan’s Guide to the Markets for fourth quarter 2017 is now available. ... [+] Read More

JP Morgan Assesses Future Asset Allocation

October 5, 2017
Given our positive view on growth, we maintain a pro-risk tilt in our asset allocation. As the U.S. economy moves into late cycle, we are ... [+] Read More

ClearBridge Investments Looks Beyond FAANGs to Semiconductors

September 28, 2017
Tremendous growth in software functionality has only been enabled by tremendous growth in semiconductor performance... U.S. equity market ... [+] Read More

Nuveen Expresses Confidence in Bull Market

September 21, 2017
Despite Roadblocks, Expect the Bull Market to Continue... Following a down week for stocks, investors adopted a risk-on approach, moving ... [+] Read More

BlackRock Sizes Up Hurricane Relief and the Fiscal Cliff

September 14, 2017
We see more political uncertainty ahead... Washington averted an imminent fiscal crisis, but the result could be a steep fiscal cliff in ... [+] Read More

Nuveen Estimates Hurricane Harvey’s Impact, Risks Ahead

September 7, 2017
We advocate sticking with a pro-growth investment stance... The devastation caused by Hurricane Harvey dominated the news last week. From ... [+] Read More

Nuveen Weighs Effect of Political Uncertainty on Stocks

August 24, 2017
Escalating Political Uncertainty Drags on Stocks As last week began, attention was focused on attempts to dial back tensions between the ... [+] Read More

BlackRock Evaluates Indifferent Investor Sentiment

August 17, 2017
Investor sentiment shows more signs of fatigue than euphoria... Equity markets have greeted positive earnings reports largely with ... [+] Read More

Nuveen Evaluates Economic Growth, Recession Risk

August 10, 2017
Risks Appear Tilted to the Upside for Stocks Although economic data was positive and earnings continued to be strong, U.S. equities were ... [+] Read More