Remove 2003 Remove Economy Remove Investment Advisor
article thumbnail

The Economy vs. Interest Rates

Bell Investment Advisors

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher. Take an example.

Economy 52
article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

Many financial advisors and clients are telling us that an investment approach that looks into the future is needed, and that’s where thematic investing comes into play. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: Yeah. BERRUGA: Yeah.

Clients 162
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Markets, Inflation, & the Fed

Bell Investment Advisors

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

article thumbnail

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

James Hendries

Since then, value has outperformed growth for the longest sustained period since 2003–2007. The monetary factor is the factor we are focused on, as the two periods of sustained value outperformance in the last 20 years (now, and 2003-2007) coincide with the last two periods when both market interest rates (measured by the 10-year U.S.

article thumbnail

R K Swamy IPO Review – Financials, GMP and More

Trade Brains

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. This increase was supported by growth in marketing spending of Indian corporates, a rise in the revenue of companies, and an increase in the gross domestic output in the economy. Investment Rs.

article thumbnail

Government Debt and Stock Returns

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. This material is not a sales communication.

article thumbnail

Is $22 Trillion a Tipping Point?

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. There is no guarantee strategies will be successful.