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Where Do Equity ETFs Go from Here?


May 12, 2021
The S&P 500 is off a third of a percent over the past week. That’s not an alarming decline, and perhaps not one that brings “sell in May and go away” to mind. Not yet anyway.
However, recent equity market lethargy coupled with concerns about rising inflation may give advisors and investors reasons to evaluate just how much stocks can run from here. Gauging the exact answer to that riddle could be a fool’s errand, but it’s worth noting equities aren’t exactly cheap today.
“Equity markets have rebounded rapidly since the drastic coronavirus-induced sell-off a year ago and have powered past pre-crisis levels. As a result, stock valuations are elevated, and many investors wonder if the rally will continue,” says Timothy Murray, T. Rowe Price capital markets strategist – multi-asset division. ....

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Asset Allocation Weekly (May 7, 2021)


May 11, 2021
Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a weekly basis in this report, updating the report every Friday, along with an accompanying podcast and chart book.
May 7, 2021
Yogi Berra is famous for various quotes. He famously said, “Always go to other people’s funerals, otherwise, they won’t come to yours.” He also noted that, “A nickel isn’t worth a dime anymore.” The one we deal with most in  asset allocation is the saying, “It’s tough to make predictions, especially about the future.” But, as Hyman Roth remarked, “This is the business we have chosen.” ....

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Investegate |Lowland Inv. Co. Announcements | Lowland Inv. Co.: Directorate Change


A
Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient:
1. Obtains access to the information in a personal capacity;
2. Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
3. Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
4. Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so; ....

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Morningstar Upgrades T. Rowe Price Retirement Series Target Date Funds To Gold Analyst Rating


News
T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), a global investment management organization and a market leader in target date investing, today announced that its Retirement Funds target date series has been awarded a Morningstar Gold Analyst Rating upgrade.
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The Morningstar report cites several factors in its upgrade of the Retirement Series including one of the industry s best-resourced multi-asset teams, led by target date head and 20-year T. Rowe Price veteran Wyatt Lee; an extensive research capability underpinning the series; and an exemplary lineup of underlying managers with strong track records.
Among fund managers with target date products that invest primarily in actively managed underlying funds, T. Rowe Price is the only one with products holding a Gold analyst rating from Morningstar, the highest rating offered. ....

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