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Entering the Roundabout, Potential Green Light Exit

Since the last update of our Three Tactical Rules on April 4th, financial markets continue to wrestle with inflation, rate hikes/cuts, and fears of recession.

European central bankNed davis research incHead of investment committeeNed davis researchKevin nicholsonThree tactical ruleson aprilBecoming less hawkishMarket breakout aboveLonger term confirmationCountry worldEarly signsTurning bullishCrowd sentimentThree tacticalNed davisDavis research

Tactical Rules Neutral… Trend Indicators Improving

Progress has been made and the trend of tactical rules are moving towards a more neutral portfolio positioning, in our view.

United statesUnited kingdomWhite houseDistrict of columbiaKevin nicholsonBureau of economic analysisEuropean central bankFederal reserveNed davis researchEuropean unionNational bureau of economic researchHead of investment committeeGlobal fixed incomeDont fightThree tactical rulesRed light

Q4 2022 Recap: Markets and Fed Singing Different Tunes in Q4

Markets react to decelerating inflation data, despite the Fed’s concerns; all broad asset classes had positive performance in Q4.

United statesUnited kingdomFederal reserveCommunication servicesRiverfront investment groupHealth careHead of investment committeeInternational equitiesMarkets keySlowing inflationFed continuesFed policyMarkets bounceInflation sensitive equitiesInflation sensitive equities leadInflation sensitive stocks

RiverFront Weekly View: The Balanced Portfolio is Not Dead…We Believe it has Been Resurrected

We recognize that ‘balanced’ portfolio returns have disappointed in 2022. However, we believe this year’s painful returns are an anomaly.

United statesMark twainRefinitiv datastreamHead of investment committeeRiverfront investment teamInternational equitiesDaily shot bankBalanced portfolioNot deadLooking throughRearview mirrorView throughInvestment teamFed fundTreasury notePrice to earnings

Jerome Powell and the Terrible, Horrible, No Good, Very Bad CPI

It Feels Like the Sky Is Falling, but One Data Point Is Not Predictive of Future Conditions

Jerome powellJudith viorstAdam grossmanDan zoletFund rateMarket committeeFederal reserveHead of investment committeeRiverfront investment teamInvestment committeeAssociate portfolioFeels likeSky is fallingOne data point is not predictiveVery badInvestment team

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