For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Michael Dashner, CFA about market volatility.
Questions Answered in this Recording:
– What defines market volatility?
– Examples of years past where we have seen true market volatility?
– Have there been times when markets have been labeled volatile when they really aren’t?
– How do you assess and manage portfolios during periods of volatility?
– What do you say to your client during times of market volatility?
President & Portfolio Manager Robert Kincade reviews the current conditions of the equity and fixed income markets. He also discusses the current market correction and the factors impacting it.
For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Brad Stone, CFA who works out of our office in Denver, CO. Brad dives into interest rates and gives his perspective as a long-standing investment manager.
Questions Answered in this Recording:
– What is the basic framework of interest rates?
– What drives The Fed to make interest rate decisions?
– In your experience, how have you seen interest rates impact the markets?
– As an investment manager, how do you analyze interest rate movements, and how does that impact your management of portfolios?
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the November equity and fixed income markets.
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the October equity and fixed income markets.
I don’t want tobacco or alcohol in my portfolio.” This is a statement one client requested recently which brought to mind a good topic for a soundbite, managing client restrictions. In this episode, President & Portfolio Manager Robert Kincade discusses how we work with a client to understand their restrictions and apply it to an investment portfolio.
Disclosure: The views expressed here reflect those of the speakers as of 10/18/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the September equity and fixed income markets.
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the August equity and fixed income markets.
