October 11, 2019
Despite a serious bout of market turbulence and an inversion of the yield curve, stocks held onto their best year-to-date gains in over two decades during the 3rd quarter. Lower interest rates supported modest gains for many asset classes – even as weakness in global manufacturing spilled into the U.S. Some of this weaker data… Read more »
August 8, 2019
After a brief lull in market activity, stock volatility returned with a vengeance last week as equity markets finished with their worst five-day performance since last December. Monday’s market drop made it six days in a row with losses, and many investors are rightfully scratching their heads wondering what could have changed so much over… Read more »
July 23, 2019
Last year was characterized by central banks raising interest rates and tightening liquidity which caused essentially all asset classes to decline. As promises of rate increases have dramatically shifted to expectations of rate cuts this year, virtually all asset classes have reversed course. Stocks, bonds, and commodities have all rallied, making this year the opposite… Read more »
June 19, 2019
To view this update, click on the play button above. If you have any questions, please contact your Advisory Team. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained… Read more »
May 14, 2019
If you’ve invested in the stock and bond market for any amount of time, you’ve likely experienced one or two of your investment holdings losing value over some time period. Occasionally these holdings bounce back quickly, but not always. If some of your holdings seem to be lagging behind others or underperforming the market in… Read more »
May 14, 2019
Since hitting all-time highs at the end of April, U.S. stocks have quickly retreated in May, losing 4.5% from their record peak. Meanwhile, global stocks are down in lockstep from their April highs. How fast narratives change! Last fall, investors were becoming more optimistic that a favorable trade deal might get done and fretted about… Read more »
February 21, 2019
Most psychologists will tell you that people who tell lies generally leave out details, admit to faulty memory, make quick corrections, and keep things short and vague. When markets are trying to tell a fib, often asset class movements don’t work to corroborate the same story. Since the December lows, this seems to be what… Read more »
February 7, 2019
If we’ve heard it once, we’ve heard it a thousand times: 2018 was an incredibly volatile year. But what you may not have heard is that because of that volatility, we at JNBA doubled down on one of our key approaches – active portfolio review and rebalancing – to do everything in our power to… Read more »
January 22, 2019
After a volatile end to 2018, how are the markets looking for 2019? Join John Foster, Senior Advisor-Investment Strategist, as he offers a recap of the markets in 2018, as well as the JNBA Investment Committee’s view of the current investment climate, and the outlook for 2019. Topics covered include: 2018 Recap Reversal of Central Bank Policies… Read more »
January 16, 2019
What a Difference a Year Makes Our 2017 year-end review was highlighted by low volatility and above-average returns for most all asset classes. In sharp contrast, 2018 was a year in which essentially zero asset classes advanced. No major asset class gained more than 5 percent for the first time since at least 1972. Stocks… Read more »