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

BlackRock Evaluates Indifferent Investor Sentiment

Posted by WrapManager's Investment Policy Committee

August 17, 2017

Investor sentiment shows more signs of fatigue than euphoria...

Equity markets have greeted positive earnings reports largely with indifference. Investor sentiment shows more signs of fatigue than euphoria, even as stock markets have repeatedly reached new highs this year. Yet we see solid fundamentals and returns in the second half, with the latter largely tracking earnings growth.
 
Read an excerpt of Richard Turnill's weekly commentary below, or view the entire weekly investment commentary here.

[+] Read More

Economic/Market Outlook Blackrock Inc Money Manager Commentary

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

BlackRock Digs Into the Metals and Mining Rally

August 3, 2017
We see stability in commodities prices but are selective in related stocks and bonds. Industrial metals have generally outperformed their ... [+] Read More

Geneva Reviews Fixed Income and Dividend Investing

July 27, 2017
"Dividend‐ growth stocks remain more attractive than most high‐dividend‐yield stocks..." Investor and consumer confidence remained ... [+] Read More

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

Federated Investors Hopeful About Stocks’ Summer Doldrums

July 13, 2017
While extremely low headline volatility of late may be putting some investors to sleep, beneath the surface, there has been a healthy and ... [+] Read More

BlackRock Examines Momentum Trading in 2017

June 29, 2017
We like momentum in today’s economic environment, even if its performance could be prone to short-lived reversals. The momentum style ... [+] Read More

Nuveen Decodes Mixed Economic Signals

June 22, 2017
Economic Data and Confidence Levels Offer Mixed Signals In recent months, we have seen increased softness in so-called “hard” economic ... [+] 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

BlackRock Evaluates Emerging Markets and European Equities

June 8, 2017
When contrarian becomes consensus... Many investors have flocked to emerging market (EM) and European equities this year, as money has ... [+] Read More