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

2012 Just Like the Last Two Years - Avatar Investment Management

Posted by Gabriel Burczyk | CEO

July 17, 2012

Avatar Investment Management's July commentary draws parallels between this year and the last two years. A review of their portfolios is also included. "For the third year in a row, the statistics on the performance of the economy for the first half are showing a marked deceleration in activity. If form holds, the economy should catch its footing in the second half, as it did in the last two years. While it is often said that the stock market looks far ahead, that does not always mean that it overlooks what is more directly ahead. In other words, confidence about the second half of the year has to be constantly earned over shorter periods of time.  What may be different in the last few years is the fear that just looking up across the valley might cause one to miss a steep crevice below. To the extent that the global economy is still working off the incredible amount of excess debt that had been built up going into 2007, it is understandable that not only would economic growth expectations be limited, but the fear of a fatal stumble would remain part of the investment psyche."

Click here to read Avatar’s full commentary.

[+] Read More

Avatar Associates

Europe, Gold and China - Avatar Investment Management

June 21, 2012
Avatar Investment Management's June commentary focuses on European elections, gold, Japan and finally China. "The European sovereign debt ... [+] Read More

The Trouble With Keeping Interest Rates Low - Avatar Associates

May 24, 2012
Avatar Associates' May commentary reviews their portfolios and takes a look at the effects of continued low interest rates. "The Fed is ... [+] Read More

How Good Are Analysts and Management at Forecasting Trouble? Avatar Associates

July 11, 2011
Money manager Avatar Associates takes a look at prospects for the second half of 2011 and the track record of analysts and their ... [+] Read More

Businesses Start to See Their Sales Volume Firm - Avatar Associates

May 17, 2011
Avatar Associates suggests we are starting to see another typical development in the phases of economic expansion: firming sales volume. ... [+] Read More

Profits are More Sustainable and Higher Quality - Avatar Associates

April 13, 2011
Avatar Associates highlights that the growth in earnings we are seeing is largely coming from manufacturing and industrial processes, ... [+] Read More

Understand the Importance of Asset Class Correlation with Avatar Associates

September 9, 2010
One of the most important features of the investment markets of the last decade or more has been the gradual rise, across the globe, in the ... [+] Read More