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Investments & Economy The Week Ahead Grow

The Week Ahead – The Economy vs. the Market

By | 5/4/20 8:00 AM Brett Dulyea, CFA, CAIA
| 5/4/20 8:00 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Over the long run, economic growth is the engine that drives the stock market. However, there are times when the two can behave very differently. Because the stock market is a discounting mechanism, it has the ability to see beyond the current news and look into the future. While the exact time..

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Investor Education Investments & Economy Grow

Navigating Rough Seas: Staying the Course & the Cost of Market Timing

| 4/29/20 2:00 PM
Time to read: 7 minutes

Today’s volatile investment environment has provided a moment for much needed self-reflection, particularly around one’s risk appetite. In the decade following the Great Financial Recession we saw many macro events which scared investors, but by and large, the past few years investors have been spoiled with strong equity returns with relatively low volatility. In 2017, per Standard & Poor’s, the S&P 500 had zero days..

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Investments & Economy The Week Ahead Grow

The Week Ahead – The Shape of the Recovery

By | 4/13/20 8:00 AM Brett Dulyea, CFA, CAIA
| 4/13/20 8:00 AM

Before jumping into the Week Ahead, we at First Foundation want to express our condolences to everyone affected by the coronavirus. We recognize that these are extremely difficult times, but we also believe we will persevere through this crisis as we have before.

With the number of coronavirus infections likely to peak in the United States this week, many investors have started looking forward to economic recovery. Market pundits are..

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