Asset Allocation Reports

Asset Allocation Quarterly (Fourth Quarter 2020)

by the Asset Allocation Committee | PDF We believe that we are now in an economic recovery which we expect to be long and slow moving. The Federal Reserve will likely continue to be aggressively accommodative, as will other global central banks, providing a favorable backdrop for equities. With an accommodative Fed, we retain elevated… Read More »

Asset Allocation Weekly (October 16, 2020)

by Asset Allocation Committee | PDF Of all the different economic indicators published by the government and private entities, one of the least followed, but potentially very enlightening, is the Census Bureau’s monthly report on business inventories.  The report tracks the value of inventories on hand each month at the retail, wholesale, and manufacturing levels… Read More »

Asset Allocation Weekly (October 9, 2020)

by Asset Allocation Committee | PDF Later this month, the European Union will begin auctioning off bonds to facilitate its economic recovery from the pandemic. In all, the EU plans to raise up to €850 billion over the next 5-7 years, with €750 billion still awaiting approval from the European Parliament. If approved, as we… Read More »

Asset Allocation Weekly (October 2, 2020)

by Asset Allocation Committee | PDF The death of Ruth Bader Ginsburg was yet another political shock for 2020 in a year rife with unusual events.  The year began with the first official case of COVID-19 in Washington State on January 20.  The pandemic and subsequent measures to contain the virus have led to unprecedented… Read More »

Asset Allocation Weekly (September 25, 2020)

by Asset Allocation Committee | PDF For more than a decade, U.S. investors who diversified their risk assets to include foreign equities have been sorely disappointed in the results.  Since September 2010, for example, the S&P 500 Index of large cap U.S. stocks has provided an average annual total return of approximately 13.9%, but the… Read More »

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