Brad here. Today, I’m pleased to introduce a post by Andrew Kitchings, a portfolio manager with Commonwealth’s Investment Management and Research team. Enjoy!
February 7, 2020
Brad here. Today, I’m pleased to introduce a post by Andrew Kitchings, a portfolio manager with Commonwealth’s Investment Management and Research team. Enjoy!
August 9, 2019
Brad here. Today’s post is brought to you by Andrew Kitchings, a portfolio manager on our Investment Management and Research team. Over to you, Andrew.
Much of the media coverage surrounding markets relates to emotions. When the market rises, we read about the excitement. When the market declines, we hear how investors are worried. This commentary can be very evocative, but it is not very useful. What does it even mean when the market is “scared”?
August 22, 2018
Today’s post is from Andrew Kitchings, a portfolio manager on Commonwealth’s Investment Management and Research team.
When trying to determine the direction of the economy and the market, many turn to the Conference Board Leading Economic Index® (LEI) because it is a composite of multiple indicators covering a broad spectrum of the economy. But the LEI is not overly useful in terms of forecasting future moves in the market. Instead, it can help concisely explain factors that the market is already analyzing and anticipating within the broader economy. Let’s take a closer look.
February 7, 2018
Brad here. One of the major concerns about the economy over the next year or so is whether consumers will keep spending. As confident as they are, it seems they will certainly want to—but it is far less clear whether they will actually be able to. Andrew Kitchings of Commonwealth’s Asset Management group has put together a good analysis of something we need to pay attention to. Over to you, Andrew.
