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Feb 02 | 2024 Card image cap
Market Update: From Peaks To Soft Landings

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  All Eyes on Fed  As January came to an end, the stock market found another victory with a third consecutive month of positive returns as the S&P 500 gained more than 1%. The stock market had a nice runup in the two weeks leading up […]

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Jan 26 | 2024 Card image cap
Bond Market Update

By Bill Smith, Fixed Income Trader and Portfolio Manager With the Federal Reserve (Fed) telegraphing three rate cuts this year, and Bloomberg’s probability model estimating at least five as of January 23, we will likely see lower rates in 2024. If this scenario plays out, fixed income should perform well, as bond prices generally rise […]

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Jan 19 | 2024 Card image cap
Market Update: Bumpy Road Ahead

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Not ‘If’ but ‘When’  While the S&P 500 remains close to its all-time highs, we have seen some choppiness this year. Much of this is driven by uncertainty around timing of Federal Reserve (Fed) interest rate cuts. The Fed is waiting for inflation to creep […]

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Jan 12 | 2024 Card image cap
Portfolio Perspectives: Navigating High-Net-Worth Challenges? SMA It Ain’t So

By Lucas Felbel, CIMA®Director, Portfolio Services In the realm of wealth management, high-net-worth (HNW) clients present a unique set of challenges. These individuals, with their concentrated positions and tax considerations, demand bespoke solutions to preserve and grow their wealth. As you prepare to engage with a client expressing interest in individual stocks and bond issues, […]

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Jan 05 | 2024 Card image cap
Market Update: More Ups than Downs

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  A Great 2023!  Happy New Year! As we embark on the great journey that will be 2024, let’s reflect on the key market highlights of 2023—as well as how it compares to 2022 to help put things into perspective. See the table below, “What Worked, […]

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Dec 19 | 2023 Card image cap
Bond Market Update: December Brings Good Tidings for Bond Investors

Download the 12.20.23 Dynamic Bond Market Update for advisors’ use with clients   Strong Year-End for Bonds Yields continued to decline this month, gifting bond investors one of the strongest year-end rallies since the early 1980s. While most major fixed income indices are positive on the year, high yield and investment grade corporate returns have […]

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