WrapManager's Wealth Management Blog
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Geneva Reviews Fixed Income and Dividend Investing

Posted by WrapManager's Investment Policy Committee

July 27, 2017

"Dividend‐ growth stocks remain more attractive than most high‐dividend‐yield stocks..."

Investor and consumer confidence remained optimistic in the second quarter as capital markets continued an upward advance and volatility remained dampened. The global economy continued to gain momentum as all the world’s largest economies showed signs of growth while the U.S. consumer remained in good shape. Despite an encouraging backdrop there are some areas that continue to struggle such as traditional retail and energy, which we will continue to monitor as we construct our portfolios.

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Geneva Advisors market perspective Money Manager Commentary

Main Management Reviews Market Performance in 2Q 2017

July 20, 2017
"Some Highs Despite Low and Slow Economy..." The second quarter of 2017 saw markets make new highs despite lackluster economic data. The ... [+] Read More

JP Morgan Evaluates Implications of an Interest Rate Hike

June 15, 2017
After a brutal recession and a painfully slow recovery, the U.S. economy no longer needs emergency measures of support from the U.S. ... [+] Read More

JP Morgan Considers Inflation's Next Phase

May 18, 2017
Around the globe, a synchronized upturn in nominal growth is underway, including an upturn in inflation. Global monetary policy is ... [+] Read More

JP Morgan Shares Their Guide to the Markets for 2Q 2017

May 11, 2017
JP Morgan Quarterly Guide to the Markets JP Morgan’s Guide to the Markets for the second quarter of 2017 is now available. The ... [+] Read More

Brandes Reviews the Q2 2017 Opportunities in International Equities

May 4, 2017
Is your portfolio well-positioned to take advantage of international opportunities?  Brandes Investment Partners believes there are ... [+] Read More

JP Morgan Sees Potential in Europe, Emerging Markets

April 27, 2017
In the first quarter of 2016, investors feared that weak conditions in many emerging markets, commodities and global manufacturing would ... [+] Read More

JP Morgan: The Importance of Immigration

March 14, 2017
In the early days of the new administration, no issue has been more controversial than immigration. The president’s statements on building ... [+] Read More

JP Morgan Trade Policy Chess

February 13, 2017
President Trump’s first few weeks in office have been busy on many fronts. However, for investors, his statements on trade policy maybe the ... [+] Read More

JP Morgan Investment Outlook 2017

December 12, 2016
Economic warming and political warnings... Short-term interest rates remain extremely low given the relative health of both the U.S. and ... [+] Read More