Chief Market Strategist Cameron Dawson discusses how retail investors are reducing leverage, key underlying market signals and the current investor bias toward high-quality companies. Fieldpoint Private on CNBC August 26 2021 from Fieldpoint Private on Vimeo.
Chief Market Strategist Cameron Dawson discusses the labor market outlook, the Delta variant, and sectors to watch, for better or worse.
Chief Market Strategist Cameron Dawson takes an updated look at the international markets, which have been outperformed
by the U.S. by nearly 300% since 2009.
It is when things are either very good or very bad that we have to start asking questions about how incremental news could either perpetuate the current trend or change it.
Today we are going to take a different approach to the Monday update by going briefly through a series of today’s most top-of-mind topics in the economy and markets.
The asset allocation process considers an investor’s return goals and how much risk the investor is willing to take.
Strong markets to end the year have emboldened many market participants and forecasters to expect a continuation of this strength into 2021.
Just as that hypothetical feline was in two states at once, we see the market as being both early cycles, just emerging from a recession with lots of room for improvement, yet late-cycle due to full valuations and increasingly ravenous risk-taking.
The main trend that has intensified in 2020 is the high and increasing reliance of the financial markets on central bank-provided liquidity.