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Investment Commentary 

Q2 2018 Quarterly Investment Commentary

Tuesday, October 2, 2018

U.S. Economy Remains Resilient
The U.S. economy and corporate profits remained resilient in Q3 and the U.S. equity market outperformed other broad asset classes.  We are starting to see increased dislocations across global asset classes, which could provide opportunities for longer-term investors.  In the Q2 Quarterly Investment Commentary, the FWA Investment Committee provides updated market insights and how it is managing the FWA portfolios in this environment.

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Q2 2018 Quarterly Investment Commentary

Monday, July 9, 2018

U.S. Equity Markets Outperform Amid Global Tensions
The U.S. equity market continues to be supported by solid economic and corporate fundamentals, but risks appear to be increasing at the margin. Global trade tensions have put downward pressure on foreign investments, but could represent a buying opportunity. The Freedom Wealth Alliance (FWA) Investment Committee reviews the markets and FWA-managed portfolios in our 2nd quarter Investment Commentary.

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Q1 2018 Quarterly Investment Commentary

Monday, April 9, 2018

Volatility Returns in 2018
The abnormally calm market environment of 2017 was quickly forgotten as volatility emphatically returned in 2018.  Investors’ concerns with extended valuations, trade uncertainty, higher interest rates and other factors drove risk assets to quickly decline in Q1. In this quarterly investment commentary, the Freedom Wealth Alliance (FWA) Investment Committee provides an update on the markets and shares details on how the FWA-managed portfolios are positioned in this environment.

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Market Update | February 2018

Thursday, February 8, 2018

An Update on Recent Market Volatility
Volatility has picked up across global risk assets and bond markets. The equity market sell-off has been quick but within expectations. The Freedom Wealth Alliance Investment Committee provides brief thoughts on the current market environment in this market update.

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FWA Insights & Opinions

Monday, January 22, 2018

Why the U.S. Equity Market Appears Overvalued
The U.S. equity market appears overvalued based on a number of metrics, in our opinion. We believe this may result in lower equity returns for investors going forward, so a proactive approach to investment management is key. In this piece, the Freedom Wealth Alliance (FWA) Investment Committee takes a deeper dive into the valuation of the U.S. equity market and provides insights into how the FWA-managed portfolios are positioned in this environment.

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FWA Quarterly Investment Commentary

Monday, January 8, 2018

A Strong 2017, Potential for Momentum to Continue in 2018
2017 was solid year for investors and we believe economic momentum can continue into 2018. U.S. equity valuations remain a concern, but we see potential opportunities overseas and have positioned our portfolios accordingly. The Freedom Wealth Alliance (FWA) Investment Committee weighs in on the state of the markets and provides an update on the FWA-managed portfolios in our latest quarterly investment commentary.

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