FWA Commentary
Investment Commentary
Q1 2023 Quarterly Investment Commentary
Monday, April 10th, 2023
As an investor, were you surprised by the rally of the equity and bond markets at the start of the year?
We believe economic data will continue to show signs of deceleration and that U.S. equity markets may have rallied a bit too far too fast. Perhaps investors should remain patient and diversified, anticipate volatile markets, and take advantage of longer-term opportunities if and when they arise. In our Q1 investment commentary, the FWA Investment Committee provides insight on the markets and updates on the FWA-managed portfolios.
FWA Market Volatility Update
Wednesday, March 15, 2023
Recent Bank Failures and Consumer Confidence
See the latest insights from the FWA Investment Committee on the markets and how the recent regional bank failures, the Fed, and inflation may impact economic growth. Read more for a deep dive into the latest market volatility and the forecast for what may come in the short and long-term.
Q4 2022 Quarterly Investment Commentary
Friday, January 6th, 2023
What can we learn from the volatility of 2022?
As investors shifted away from speculation and toward higher quality companies in 2022, the focus may need to remain to get through a potentially tougher economic environment in 2023. In our Q4 investment commentary, the FWA Investment Committee provides insight on the markets and updates on the FWA-managed portfolios.
Q3 2022 Quarterly Investment Commentary
Monday, October 10th, 2022
Have the actions of the Federal Reserve been too little, too much?
Some of the areas of the economy have seen inflationary pressures subside, but not at the pace and magnitude most have been hoping for. In our Q3 investment commentary, the FWA Investment Committee provides insight on the markets and updates on the FWA-managed portfolios.
FWA Market Volatility Update
Thursday, September 15, 2022
Persistent Inflation Keeps Investors on Edge?
See the latest insights from the FWA Investment Committee on the markets and how the Fed attempts to slow economic demand and bring down inflation by raising the fed funds rate and reducing its balance sheet. Wondering how your FWA managed portfolio is doing, click below for more information on the FWA managed portfolios.
Q2 2022 Quarterly Investment Commentary
Tuesday, July 12th, 2022
Summer 2022 - Short-Term Pain Before Longer-Term Gain?
Valuations have declined across asset classes this year. Could there be attractive valuations on the horizon? In our Q1 investment commentary, the FWA Investment Committee provides insight on the markets and updates on the FWA-managed portfolios.
FWA Market Volatility Update
Wednesday, May 25, 2022
Global Equity Markets Decline, Potential Buying Opportunities Ahead?
See the latest insights from the FWA Investment Committee on the markets and how they may be impacted by inflation, the supply chain, and the Fed.. Wondering how your FWA managed portfolio is doing, click below for more information on the FWA managed portfolios.
Q1 2022 Quarterly Investment Commentary
Monday, April 11, 2022
2022 - Not A Dull Moment So Far
From COVID-19 to the Russian/Ukrainian conflict, investors are reminded to always be prepared for unforeseen events. In our Q1 investment commentary, the FWA Investment Committee provides insight on the markets and updates on the FWA-managed portfolios.
FWA Market Volatility Update
Monday, February 28, 2022
Increased Volatility with Russia, Inflation and the Fed in Focus
See the latest insights from the FWA Investment Committee on the markets and how they may be impacted by inflation, the Fed, and Russia's invasion of Ukraine. Wondering how your FWA managed portfolio is doing, click below for more information on the FWA managed portfolios.
Q4 2021 Quarterly Investment Commentary
Friday, January 14, 2022
2021 Was an Interesting Year.
It started with the hope and optimism of getting through Covid-19 but ended with Omicron and high inflation. In our Q4 investment commentary, the FWA Investment Committee provides insights on the markets and updates on the FWA-managed portfolios.
Q3 2021 Quarterly Investment Commentary
Friday, October 08, 2021
Volatility Picks Up in Q3
Investors saw heightened volatility across equity and bond markets in the third quarter. Higher volatility and uncertainty may persist over the coming weeks due to several financial and political factors. Defensively-positioned investors may set up for stronger markets through year end. In our Q3 investment commentary, the FWA Investment Committee provides insights on the markets and updates on the FWA-managed portfolios.
Q2 2021 Quarterly Investment Commentary
Friday, July 09, 2021
Stocks and Bonds Send Mix Messages in Q2
Stocks and bonds were both strong in Q2, backed by near-term accelerated economic and corporate earnings growth but mixed with fears of slowing growth rates going forward. Investors may need to navigate increasingly choppy markets and should confirm their risk tolerances as we move through the global economic recovery. In our Q2 investment commentary, the FWA Investment Committee provides insights on the markets and updates on the FWA-managed portfolios.
Q1 2021 Quarterly Investment Commentary
Friday, April 09, 2021
Stocks Rally and Bonds Falter to Start the Year
It was a solid start for risk assets in Q1 as stocks rallied and investors remained favorable on an improving global economy. Bond investors didn’t fare as well in the quarter as interest rates moved higher and bond prices declined. In our Q1 Investment Commentary, the FWA Investment Committee provides its views on the markets and updates on the FWA-managed portfolios.
Q4 2020 Quarterly Investment Commentary
Tuesday, January 12th 2021
A Year for the Record Books
2020 was a historic year with health, economic and financial market events that should not be forgotten any time soon. With the ushering in of a new political party majority and a Covid-19 vaccine what does this mean for investors? In the Q4 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-portfolios.
Q3 2020 Quarterly Investment Commentary
Wednesday, October 14th 2020
Anticipating Strong Rebound in Q3
Investors remain optimistic on additional fiscal stimulus and a potential vaccine for COVID-19. Meanwhile some economists are anticipating a V-shaped economic recovery in the 3rd quarter. What is needed for the market to continue to rally and how will the U.S. Presidential election impact market volatility? In the Q3 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Q2 2020 Quarterly Investment Commentary
Wednesday, July 15th 2020
Markets Rally in Q2 as Investors Wade Through Uncertainty
Despite significant uncertainty due to the continued spread of COVID-19, questionable stability of an economic recovery and the pending results of the U.S. presidential election, Q2 saw a surprising V-shaped reversal on the S&P 500. In the Q2 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Q1 2020 Quarterly Investment Commentary
Wednesday, April 15th 2020
Restarting the Economy is Imperative but Timing is Uncertain
As the health crisis spikes fear across financial markets and the U.S. Government provides unprecedented support to try to combat the economic damage, we are left with a wide range of scenarios. In the Q1 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Market Update - February 2020
Wednesday, February 26th, 2020
Increased Short-Term Uncertainty Around Coronavirus and U.S. Presidential Elections Impacting Markets
Investors came into 2020 anticipating global economic stabilization and a potential reacceleration throughout the year. Investors were caught by surprise with the headlines around the spreading of the coronavirus. Increased probability of Senator Bernie Sanders becoming the Democratic presidential nominee adds to market uncertainty. We believe the onset of the coronavirus and the current U.S. Presidential election cycle are two catalysts that are negatively impacting financial markets at this time.
Q4 2019 Quarterly Investment Commentary
Wednesday, January 8th 2020
Investors More Optimistic in Q4
2019 was a strong year for equity and bond markets in the midst of bullish and bearish crosswinds. In Q4, investors appeared to have become more optimistic on U.S.-China trade negotiations with an anticipation of global economic stabilization in the new year, but the 2020 U.S. elections may increase investors’ uncertainty as the year progresses. In the Q4 Quarterly Investment Commentary, the FWA Investment Committee goes into greater detail to provide prospective on the markets and dive into what may be on the horizon for investors as we enter the new year.
Q3 2019 Quarterly Investment Commentary
Monday, October 7th 2019
Investors Preferred Defense in Q3
In this environment of increased uncertainty, defensive areas of the market outperformed in Q3. As investors defend an onslaught of negative headlines and the 2020 U.S. presidential election draws near, could the weakening sentiment be a potential opportunity for investors? In the Q3 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Q2 2019 Quarterly Investment Commentary
Monday, July 8th 2019
Equity and Bond Investors Rewarded in Q2
Bonds and equities don't often rally together. Will the forecast prove bond investors are correct in anticipating weakness or will equity investors be correct that recent economic weakness is only temporary? In the Q2 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Market Update - May 2019
Thursday, May 23rd 2019
Trade Tensions Driving Market Volatility
Investors have become increasingly disappointed as U.S. - China trade negotiations appear to be deteriorating. As trade uncertainty has increased, investors may be realizing that resolving these trade issues could take longer than hoped for and market volatility could persist.
Q1 2019 Quarterly Investment Commentary
Monday, April 8th 2019
Markets Rebound Strongly in Q1
Markets rallied in Q1 as investors took advantage of lower valuations backed by supportive fundamentals. Following the rally, valuations are less attractive and concerns remain. In the Q1 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor concerns, investment opportunities and updates on the FWA-managed portfolios.
Q4 2018 Quarterly Investment Commentary
Monday, January 7th 2019
Big Market Selloff in Q4; Fundamentals Still Positive
Investors shunned risk assets in Q4 as global equity, credit and commodity markets declined. Concerns remain, but markets may have already priced in some of these concerns. In the Q4 Quarterly Investment Commentary, the FWA Investment Committee provides timely updates on the markets, investment strategy and how the FWA-managed portfolios have been navigating this volatile environment.
Weekly Market Commentary | November 12th, 2018
Monday, November 12th 2018
Weekly Market Commentary
The Markets - How are you feeling about the financial markets?
Some votes are still being counted but investors appear to be happy with the outcome of mid-term elections. Major U.S. stock indices in the United States moved higher last week, and the American Association of Individual Investors (AAII) Sentiment Survery Reports in......
Market Update | October 2018
Friday, October 25 2018
An Update on Recent Market Volatility
Recently, the U.S. equity market has experienced an accelerated selloff, resulting in the S&P 500 Index falling roughly 10% from its September highs. Investors should set their expectations that heightened volatility may continue. The Freedom Wealth Alliance Investment Committee provides brief thoughts on the current market environment in this market update.
Q3 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 Q3 Quarterly Investment Commentary, the FWA Investment Committee provides updated market insights and how it is managing the FWA portfolios in this environment.
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.
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.
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.
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.
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.