Equities

Inflows have been robust for U.S. equities, mutual funds and ETFs.

Global emerging market equity and bond funds have both posted inflows in all but two weeks, year-to-date.

Earnings growth, not promises on deregulation, taxes or infrastucture, is responsible for most of the appreciation in equities.

Investors should avoid knee-jerk changes to their portfolios post-election, predictions for the CRE market, and Securities America teams with Jefferson National for DOL compliance.

People magazine recently published photos of the “Bee Girl’s” wedding, the cost of being a family caregiver and firms with better health programs have healthier stock prices.

Viewed from a wider lens, however, the latest FANG rally is more of a catch-up after tech stocks trailed the market in the previous four months.

Stocks in Europe have been on a winning streak since Oct. 26.

There are signs fundamental active managers are learning to coexist with the enemy by doing as they do: holding on at all costs.

“A lot of hedges have disappointed, so people are looking for something different.”

Capital expenditures are an important driver of earnings, as equipment is an input for some companies and an output for many others.