All Insights

Search Results

Fixed Income Commentary – October 2019

3rd Quarter 2019 Fixed Income Review Fixed income markets had positive performance in the 3rd quarter of 2019 due to slowing global growth, trade policy uncertainties, geopolitical risks (Brexit, Iran, Hong Kong), and benign inflation.  Additionally, world central...

READ MORE

Investment Outlook – October 2019

It’s Got Us Scratching Our Heads BY: JIM McELROY, CFA   For those unfamiliar with even the most rudimentary elements of baseball, a “fat pitch” is a toss from a pitcher that crosses the precise middle of home plate at just below the batter’s waist. It should be slow...

READ MORE

Fixed Income Commentary – July 2019

2nd Quarter 2019 Fixed Income Review Fixed income markets generally had positive performance in the 2nd quarter of 2019 as fears of a slowdown in global growth appeared and world central banks, including the U.S. Federal Reserve, signaled more accommodative policies....

READ MORE

Investment Outlook – July 2019

It’s Got Us Scratching Our Heads BY: JIM McELROY, CFA   This was the comment made by one of our fixed income managers at a recent investment strategy meeting, and it accurately describes our bewilderment over the mixed signals we’re receiving from the marketplace. The...

READ MORE

Fixed Income Commentary – April 2019

1st Quarter 2019 Fixed Income Review Fixed income markets exhibited positive performance in the 1st quarter of 2019 as global growth slowdown fears appeared and world central banks, along with the U.S. Federal Reserve, signaled more accommodative policies. U.S. High...

READ MORE

Investment Outlook – April 2019

Tea Leaves, Anyone? BY: JIM McELROY, CFA   How will we know when the longest running bull market in stocks (or second longest, depending on the index) has finally run its course? The short answer is when the market declines by 20% or more, but that of course isn’t...

READ MORE

Fixed Income Commentary – January 2019

2018 Year End Fixed Income Review Aside from U.S High Yield, fixed income markets generally had positive performance in 2018 despite U.S. yields increasing in the wake of four Federal Funds rate increases and stronger U.S. growth overall. Below are some 2018 Bloomberg...

READ MORE

Investment Outlook – January 2019

Who's Right? BY: JIM McELROY, CFA   |   jmcelroy@argentfinancial.com Is the stock market, down 6.2% for all of 2018, telling us there will be a recession sometime in 2019? Most economists say “no”. They point to a low and still declining unemployment rate, modestly...

READ MORE

Fixed Income Commentary – October 2018

Q3 2018 Fixed Income Review U.S. fixed income markets generally experienced mixed performance during the third quarter (Q3) of 2018. Bond yields traded in a narrow range for the first 2 months of the quarter but increased during September as the U.S. currently has...

READ MORE

Investment Outlook – October 2018

Close to the End? BY: JIM McELROY, CFA   |   jmcelroy@argentfinancial.com We are now bravely stepping out on a sturdy limb to state that we are closer to the end than the beginning of this bull market in stocks. This bold prediction is based on little more than...

READ MORE

Interested in speaking with

one of our experts?