The H Group Blog

Investment and Financial Planning news from some of the best in the business.

Weekly Review - July 20, 2015

Guest Post - Monday, July 20, 2015

Summary

  • In a busy week for economic reports, most came in a bit weaker than expected, including retail sales, manufacturing activity and business/consumer sentiment. However, housing continued to experience an uptick.
  • Stocks gained on the week globally with positive sentiment from improved situations in China, Greece and Iran. Fixed income also performed well, with the mixed economic data and dollar strength which contributed to higher demand for bonds, creating lower rates.
 Read Entire Article Here

Weekly Review - July 13, 2015

Guest Post - Monday, July 13, 2015

Summary

  • In a fairly light week for the economic calendar, data was highlighted by a decent ISM services survey, good JOLTs employment data, but higher claims. The Greece situation remained as the primary global headline, while Chinese stock meltdown and pourover concerns took second place.
  • Despite higher interday volatility, U.S. equity and fixed income markets ended the week generally flat after all was said and done, as were foreign developed market equities. Emerging markets and commodities generally sold off with carryover concerns surrounding China.
 Read Entire Article Here

Weekly Review - July 6, 2015

Guest Post - Monday, July 06, 2015

Summary

  • Economic results for the week were again mixed, with some manufacturing data showing up better than expected, housing results decent, confidence higher and a mediocre employment situation report at the end of the week. Most attention was outside of the U.S., on the Greek situation.
  • Equities fell on the week in line with disappointment about the lack of agreement between Greece and the rest of Europe on a bailout plan, while domestic bonds ended slightly above zero as rates fell slightly. Commodities were also mixed, as agricultural contracts rose dramatically but oil prices declined.
 Read Entire Article Here

Question of the Week - July 6, 2015

Guest Post - Monday, July 06, 2015

How are portfolios looking as of mid-year?

Despite continued sluggishness in global growth, conditions look to be improving behind the scenes as the quarters roll on. This has affected each asset class differently, causing total returns for the mutual fund portfolios to look relatively flat for the 2nd quarter—however, as the blended benchmarks suffered in the period—value-add was strongly positive (as it also was, to a lesser degree, for the Limited ETF and full ETF models). Your relationship manager can provide you with a copy of our quarterly asset allocation letter, which provides a recap of the quarter in terms of specific asset class performance and a review of the environment in 'snapshot' form. What follows is a quick summary.

 Read Entire Article Here

Weekly Review - June 26, 2015

Guest Post - Monday, June 29, 2015

Summary

Just in time for spring break, last week's economic data seem to suggest that the economy is bouncing back after two months' of extreme weather.

 Read Entire Article Here

Weekly Review - June 19, 2015

Guest Post - Monday, June 22, 2015

Summary

  • Economic data for the week was somewhat mixed in both the industrial and housing areas; this fell along the same theme leading to inaction by the Fed following the week’s FOMC meeting.
  • Equity markets rose in the U.S., while foreign equities fell back. Fixed income generally benefitted across the board from lower interest rates and, abroad, from a weaker dollar. Commodities were mixed to negative as crude oil prices remained contained with a recent tighter range.
 Read Entire Article Here

Weekly Review - June 12, 2015

Guest Post - Monday, June 15, 2015

Summary

  • Economic data from last week looked a bit stronger, with some positive surprises from retail sales and a few sentiment surveys; the JOLTs and jobless claims reports, however, disappointed.
  • Despite some day-to-day volatility in equity markets and recent trends higher for interest rates, on net, U.S. stock and bond markets ended very little changed. However, a falling dollar helped foreign indexes inch higher. Commodities also gained, led by stronger pricing in energy.
 Read Entire Article Here

Weekly Review - June 8, 2015

Guest Post - Monday, June 08, 2015

Summary

  • Economic data last week was mixed to decent, with the headline ISM manufacturing figures, construction spending and vehicle sales coming in better than expected. The employment situation report was also stronger than anticipated.
  • Equities experienced a more difficult week, with negative returns throughout the globe. Rising interest rates were a concern, affecting bond prices dramatically. Commodity index returns were down on net, with crude oil down slightly.
 Read Entire Article Here

Weekly Review - June 1, 2015

Guest Post - Monday, June 01, 2015

Summary

  • Economic data from last week was lackluster on the manufacturing front, with poor durable goods and PMI figures, as well as a negative shot to sentiment with a negative 1st quarter GDP growth revision, while housing and consumer confidence improved.
  • Equity markets experienced a negative week globally, with the mixed economic news and uncertainty over European negotiations with Greece. Being a risk-off week, bonds were the sole positive group, with U.S. debt faring better than foreign with the dollar coming off stronger. Commodities were down slightly, although oil experienced little volatility.
 Read Entire Article Here

Question of the Week - June 1, 2015

Guest Post - Monday, June 01, 2015

There hasn't been much votality for a while. What's 'out there' over the summer to keep an eye on?

There's plenty behind the scenes, as usual. Here's a snapshot of some key issues.

 Read Entire Article Here

* Required





Subscribe to: The H Group SALEM Mailing List

Archive


Recent Posts