Investment Commentary Market Update - February 2020 Wednesday, February 26th, 2020Increased Short-Term Uncertainty Around Coronavirus and U.S. Presidential Elections Impacting MarketsInvestors 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. Read More Q4 2019 Quarterly Investment Commentary Wednesday, January 8th 2020Investors More Optimistic in Q42019 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. Read More Q3 2019 Quarterly Investment Commentary Monday, October 7th 2019Investors Preferred Defense in Q3In 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. Read More Q2 2019 Quarterly Investment Commentary Monday, July 8th 2019Equity and Bond Investors Rewarded in Q2Bonds 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. Read More Market Update - May 2019 Thursday, May 23rd 2019Trade Tensions Driving Market VolatilityInvestors 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. Read More Q1 2019 Quarterly Investment Commentary Monday, April 8th 2019Markets Rebound Strongly in Q1Markets 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. Read More Q4 2018 Quarterly Investment Commentary Monday, January 7th 2019Big 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. Read More Weekly Market Commentary | November 12th, 2018 Monday, November 12th 2018Weekly Market CommentaryThe 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...... Read more Market Update | October 2018 Friday, October 25 2018An Update on Recent Market VolatilityRecently, 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. Read more Q3 2018 Quarterly Investment Commentary Tuesday, October 2, 2018U.S. Economy Remains ResilientThe 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. Read More Q2 2018 Quarterly Investment Commentary Monday, July 9, 2018U.S. Equity Markets Outperform Amid Global TensionsThe 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. Read more Q1 2018 Quarterly Investment Commentary Monday, April 9, 2018Volatility Returns in 2018The 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. Read more Market Update | February 2018 Thursday, February 8, 2018An Update on Recent Market VolatilityVolatility 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. Read more FWA Insights & Opinions Monday, January 22, 2018Why the U.S. Equity Market Appears OvervaluedThe 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. Read more FWA Quarterly Investment Commentary Monday, January 8, 2018A Strong 2017, Potential for Momentum to Continue in 20182017 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. Read more Have a Question Name Email Address Phone Question Thank you! Oops!