The Independent Market Observer

The Growth Vs. Value Disparity

August 19, 2020

Brad here. Today's post on the growing disparity we're seeing between growth and value stocks is brought to you by Peter Roberto, an investment research analyst on Commonwealth’s Investment Management and Research team. Take it away, Peter.

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Dethroning of King Dollar?

August 18, 2020

Brad here. Today’s post on the recent volatility of the U.S. dollar comes from Anu Gaggar, senior analyst on the Investment Management and Research team here at Commonwealth. Take it away, Anu.

Not too long ago, Brad wrote that the dollar is not going away. While that may be true, we are seeing considerable volatility in its value. What’s going on—and what does it mean for your investments? Of course, there is no crystal ball to answer such questions, but we can certainly take a deeper dive to better understand what is happening and how to deal with it.

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Medical Risks Contained, But Economic Risks Have Risen

August 13, 2020

The good news is that the second wave of infections looks to have peaked and turned back down in the past two weeks. Case growth is down significantly from the peak, and the case growth rate has ticked back down to the lows seen in mid-June. Two weeks ago, we discussed the peak of the second wave, and this decline is the next step. The data indicates that, in most states, outbreaks are being contained.

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How Will the Presidential Election Affect the Stock Market?

August 11, 2020

We’ve reached that point in the election cycle where I've started getting questions, from both sides, about the effect of the upcoming election on the markets. “Surely,” the question goes (and note that it is not really a question), “if Candidate X wins, the market will tank for the following reasons . . .”

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Has Sustainable Investing Reached a Tipping Point?

August 7, 2020

Brad here. In today’s post, Sarah Hargreaves, an investment management analyst on our Investment Management and Research team, discusses whether the coronavirus pandemic has pushed sustainable investing to a tipping point. Over to you, Sarah.

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Finding Income in a Low-Rate Environment

August 6, 2020

Brad here. Today, Rob Swanke, an analyst with Commonwealth’s Investment Management and Research team, takes a look at the benefits and the risks of preferred stock as a source of yield in a portfolio. Over to you, Rob.

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Does the Stable Value Fund Make Sense for 401(k) Investors?

August 5, 2020

Brad here. Today's post on why the stable value fund is becoming a more common investment option in retirement plan menus comes from Michael Geraci of Commonwealth's Retirement Consulting Services team. Take it away, Michael. 

In today’s uncertain economic environment, interest rates have declined, and the Fed has expressed its commitment to keeping them low. This environment has put pressure on money market funds yielding close to 0.1 percent, which has affected those retirement plan participants seeking preservation of capital. Many of these same participants are close to retirement and cannot afford to lose a significant portion of their retirement portfolios, but they’re also seeking returns to keep pace with inflation.

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Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

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