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As we look to the remainder of 2023 and beyond, we believe quality will become increasingly important. Against the backdrop of a volatile market environment, Scott Welch takes a deep dive into the quality risk factor.
Fixed income has regained its historical role within portfolios—generating risk-controlled yield and acting as a hedge to equity beta risk. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
When preparing your portfolio for the long term, it is important to focus on market signals and weed out market noise. Scott Welch outlines the five primary economic and market signals for investors to focus on in the remainder of 2023.
The general consensus seems to be shifting to a more optimistic outlook on the economy and the market. While the headline numbers seem reasonably positive, other indicators suggest there may be more “fragility” than what appears. Scott Welch takes a deep dive into the current market conditions.
The markets are approaching “hurricane season” with respect to market volatility. Scott Welch reviews the current economic landscape and discusses what advisors and investors should be focusing on as we approach the fall of 2023.
The “Magnificent Seven” and “MegaCap-8” have been hot topics in the markets recently. Scott Welch analyzes these stocks from a valuation perspective and looks at current valuations across different asset classes and styles.