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Category: Market Insights

BMT Monday Market Insights – January 19, 2020

In this week’s Monday Market Insights, we highlight market reaction to the violent protest at the U.S. Capitol, the economic soft patch confirmed by the December employment report, and the amount of stock concentration within individual sectors. In our Chart of the Week, we examine the recent rise in interest rates and financial market implications going forward. Finally, we look at how equity market multiples have impacted performance and future sources of equity returns

2021 Economic and Investment Outlook

A Guide to Private Investments – Private Equity Spotlight: As astronaut Neil Armstrong once said, “Mystery creates wonder and wonder is the basis of people’s desire to understand.” Although we won’t be talking about space in this paper, we will discuss an asset class that remains a mystery to many investors. A better understanding of private investments, specifically private equity in this case, will broaden the opportunity set to those looking beyond traditional stocks and bonds.

BMT Monday Market Insights – December 21, 2020

Top Weekly Themes Despite last week’s snowstorm, the sun usually shines on investors in December – According to analysis from Dorsey, Wright & Associates, over the past 62 years, the S&P 500 has generated positive returns during the month of December just under 75% of the time, the best hit rate for any single month. […]

BMT Monday Market Insights – December 14, 2020

In this week’s Monday Market Insights, we discuss the public distribution of a vaccine, hot tech IPOs, and the Federal Trade Commission’s (FTC) Facebook case. Our chart of the week highlights recent momentum in Small Cap and Value Stocks that we expect to continue. Finally, we discuss that excessive optimism could be a short-term concern, but elevated cash levels support equities long-term.

BMT Monday Market Insights – December 7, 2020

In this week’s Monday Market Insights, we discuss the evolution of fiscal stimulus negotiations, the continued depreciation of the U.S. dollar, and the lofty expectations for certain “stay-at-home” stocks. Our chart of the week highlights a decrease in real-time economic data that demonstrates the impact of rising COVID-19 cases. Finally, we explain why the persistently low interest rates environment may continue to push investors toward stocks.

BMT Monday Market Insights – November 23, 2020

In this week’s Monday Market Insights, we cover positive COVID-19 vaccine developments, the consumer spending slowdown, and the recent increase in weekly initial jobless claims data. In our Chart of the Week, we discuss the emergency Federal Reserve (Fed) lending facilities that are set to expire at year-end. Finally, we highlight the strength of the U.S. housing market.

BMT Monday Market Insights – November 16, 2020

Top Weekly Themes Not quite 98%, but pretty close: Earlier this year, when commenting about the effectiveness of a potential COVID-19 vaccine, Dr. Anthony Fauci said, “We don’t know if it’s going to be 50% or 60%. Hopefully, I’d like to see 75% or more, but the chances of it being 98% effective is not […]

BMT Monday Market Insights – November 9, 2020

In this week’s Monday Market Insights, we discuss the results of the 2020 Election, COVID-19 stimulus, and bond market action. In the Chart of the Week, we look at how the third quarter earnings season is progressing, and finally, we look at how well other economies are recovering.

BMT Monday Market Insights – November 2, 2020

In this week’s Monday Market Insights, we review the market’s reaction to Big Tech earnings and rising COVID-19 cases. We also look for some signals of stabilization amid the recent market volatility. In the Chart of the Week, we highlight how a weakening U.S dollar may benefit international stocks, and finally, we comment on the likelihood of small cap stock outperformance.

BMT Monday Market Insights – October 26, 2020

In this week’s Monday Market Insights, we highlight the recent strength of small cap stocks, delve into some recently released economic data, and provide some context about the disparity of returns between a small sample of mega cap stocks and the rest of the market. In our Chart of the Week, we juxtapose the recent rise in interest rates and the probability of a Democratic Party sweep in November. Finally, we at look how the COVID-19 pandemic has disproportionally impacted small businesses.

Economic and Investment Outlook, Fall 2020

A Guide to Private Investments – Private Equity Spotlight:As astronaut Neil Armstrong once said, “Mystery creates wonder and wonder is the basis of people’s desire to understand.” Although we won’t be talking about space in this paper, we will discuss an asset class that remains a mystery to many investors. A better understanding of private investments, specifically private equity in this case, will broaden the opportunity set to those looking beyond traditional stocks and bonds.